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
626
$546K 0.02%
23,260
-12,864
627
$541K 0.02%
16,315
+376
628
$538K 0.02%
8,044
+1,942
629
$533K 0.02%
63,579
-14,103
630
$533K 0.02%
3,831
+1,867
631
$530K 0.02%
42,752
+11,433
632
$530K 0.02%
12,965
+2,426
633
$528K 0.02%
5,585
-662
634
$528K 0.02%
6,202
-284
635
$527K 0.02%
34,244
-6,549
636
$526K 0.02%
10,802
-1,241
637
$526K 0.02%
17,650
-5,750
638
$525K 0.02%
7,531
-1,977
639
$522K 0.02%
6,426
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640
$522K 0.02%
1,670
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641
$521K 0.02%
1,911
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642
$520K 0.02%
39,401
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643
$519K 0.02%
10,038
-586
644
$519K 0.02%
5,395
-431
645
$518K 0.02%
11,000
-278
646
$518K 0.02%
35,704
-15,028
647
$517K 0.02%
9,151
+2,406
648
$517K 0.02%
21,851
-39,861
649
$516K 0.02%
8,484
+1,155
650
$512K 0.02%
18,848
+2,967
24 25
26
27 28