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
526
$699K 0.03%
3,577
-625
527
$697K 0.03%
8,315
+6,327
528
$697K 0.03%
4,365
+1,195
529
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34,303
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530
$696K 0.03%
21,957
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531
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10,727
+2,362
532
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6,676
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533
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29,380
534
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6,063
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535
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7,526
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536
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9,334
-2,320
537
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538
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7,134
-2,056
539
$684K 0.03%
28,090
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540
$680K 0.03%
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541
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$678K 0.03%
51,109
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543
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4,392
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545
$676K 0.03%
14,535
-308
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$672K 0.03%
12,860
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547
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14,378
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548
$670K 0.03%
5,739
-3,516
549
$670K 0.03%
13,408
+2,390
550
$669K 0.03%
5,267
-40
20 21
22
23 24