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
476
$833K 0.04%
9,055
+399
477
$832K 0.04%
11,008
-185
478
$829K 0.03%
20,276
+7,350
479
$828K 0.03%
10,342
-1,003
480
$826K 0.03%
2,947
-598
481
$825K 0.03%
25,101
-822
482
$821K 0.03%
13,527
-387
483
$818K 0.03%
50,791
-3,250
484
$815K 0.03%
26,590
-2,859
485
$814K 0.03%
17,639
-2,107
486
$811K 0.03%
115,478
-300
487
$805K 0.03%
19,038
+12,289
488
$803K 0.03%
3,820
+3
489
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93,973
-4,988
490
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3,242
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491
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1,932
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492
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39,681
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493
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38,470
+1,549
494
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+42,230
495
$783K 0.03%
+24,158
496
$781K 0.03%
3,593
-649
497
$780K 0.03%
62,743
-6,516
498
$774K 0.03%
21,603
-1,199
499
$770K 0.03%
9,261
+5,492
500
$769K 0.03%
15,384
-3,063
18 19
20
21 22