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
551
$667K 0.03%
13,794
+64
552
$665K 0.03%
58,615
-7,380
553
$665K 0.03%
1,894
-2,329
554
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5,941
+2,406
555
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556
$658K 0.03%
49,446
+31,818
557
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10,652
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558
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559
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6,439
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560
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19,429
-6,919
561
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562
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563
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3,779
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564
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4,333
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4,249
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569
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18,146
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570
$627K 0.03%
16,879
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571
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11,510
-13,995
572
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9,028
-1,716
573
$615K 0.03%
17,687
-7,041
574
$613K 0.03%
12,929
-1,622
575
$612K 0.03%
13,120
-936
21 22
23
24 25