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
601
$575K 0.02%
10,966
-2
602
$574K 0.02%
13,650
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603
$573K 0.02%
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606
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608
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38,195
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609
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610
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14,036
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612
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10,323
-1,142
613
$559K 0.02%
17,438
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614
$559K 0.02%
12,236
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615
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619
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$554K 0.02%
5,562
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$553K 0.02%
14,485
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$551K 0.02%
32,418
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623
$549K 0.02%
14,825
-305
624
$549K 0.02%
14,072
-619
625
$546K 0.02%
2,294
+18
23 24
25
26 27