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
576
$611K 0.03%
34,917
-3,900
577
$611K 0.03%
349
+114
578
$610K 0.03%
7,138
-44
579
$608K 0.03%
20,139
+250
580
$607K 0.03%
8,184
-61
581
$606K 0.03%
4,237
+204
582
$604K 0.03%
9,390
+215
583
$603K 0.03%
12,753
-1,664
584
$601K 0.03%
+12,220
585
$598K 0.03%
1,514
-19
586
$596K 0.03%
8,512
-1,147
587
$595K 0.03%
94,606
-6,977
588
$591K 0.02%
3,437
-409
589
$589K 0.02%
12,283
-2,442
590
$588K 0.02%
+2,143
591
$587K 0.02%
214,618
+18,143
592
$586K 0.02%
41,306
593
$586K 0.02%
8,257
-102
594
$585K 0.02%
3,152
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595
$584K 0.02%
12,443
+6,935
596
$584K 0.02%
5,878
-316
597
$583K 0.02%
4,744
+425
598
$581K 0.02%
18,439
-8,313
599
$580K 0.02%
23,479
-5,323
600
$576K 0.02%
2,849
-3,108
22 23
24
25 26