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
451
$901K 0.04%
9,488
+618
452
$900K 0.04%
59,569
+1,294
453
$896K 0.04%
79,115
-13,896
454
$896K 0.04%
7,904
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455
$892K 0.04%
42,743
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456
$890K 0.04%
23,096
-1,701
457
$886K 0.04%
45,065
+1,072
458
$885K 0.04%
18,197
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459
$884K 0.04%
+35,357
460
$881K 0.04%
62,192
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461
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22,695
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462
$878K 0.04%
10,670
+8
463
$878K 0.04%
170,800
-26,000
464
$867K 0.04%
3,400
-163
465
$866K 0.04%
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466
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18,743
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467
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17,008
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468
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23,891
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67,460
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470
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81,917
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471
$846K 0.04%
4,041
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472
$842K 0.04%
15,154
+3,492
473
$840K 0.04%
6,086
-139
474
$839K 0.04%
44,881
+1,570
475
$834K 0.04%
23,389
-504
17 18
19
20 21