BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.08B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.38B
AUM Growth
-$678M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,442
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$7.01M
3
+$6.3M
4
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$5.46M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$4.85M

Top Sells

1
+$12.8M
2
+$11.3M
3
+$10.9M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$10M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.81M

Sector Composition

1 Technology 14.51%
2 Healthcare 7.99%
3 Consumer Discretionary 5.78%
4 Financials 5.57%
5 Industrials 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$990K 0.04%
80,187
-16,986
427
$979K 0.04%
5,690
-127
428
$979K 0.04%
20,201
+1,281
429
$978K 0.04%
16,624
+10,586
430
$975K 0.04%
1,650
+45
431
$974K 0.04%
46,551
+4,509
432
$967K 0.04%
73,741
+162
433
$965K 0.04%
54,885
-1,992
434
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1,923
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435
$953K 0.04%
51,728
-686
436
$950K 0.04%
3,490
-125
437
$945K 0.04%
34,320
+20,909
438
$939K 0.04%
20,489
-1,477
439
$932K 0.04%
14,072
+860
440
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28,560
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441
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16,245
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442
$926K 0.04%
7,319
-628
443
$924K 0.04%
31,590
+7,049
444
$922K 0.04%
6,197
-469
445
$922K 0.04%
359,800
-92,000
446
$921K 0.04%
58,524
+3,954
447
$920K 0.04%
35,150
-1,750
448
$914K 0.04%
11,532
+397
449
$907K 0.04%
37,102
-5,629
450
$903K 0.04%
21,549
-11,748
16 17
18
19 20