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
651
$511K 0.02%
2,580
+459
652
$510K 0.02%
9,967
-1,499
653
$510K 0.02%
5,640
-8,923
654
$507K 0.02%
7,856
-194
655
$504K 0.02%
10,637
+3,213
656
$504K 0.02%
8,555
-4,724
657
$503K 0.02%
28,815
+6,186
658
$502K 0.02%
23,760
+482
659
$497K 0.02%
13,343
+6,450
660
$497K 0.02%
+12,141
661
$497K 0.02%
14,142
+781
662
$495K 0.02%
8,286
+111
663
$494K 0.02%
5,401
-252
664
$494K 0.02%
6,338
+379
665
$493K 0.02%
50,365
+4,784
666
$490K 0.02%
55,451
-878
667
$489K 0.02%
4,198
-1,058
668
$487K 0.02%
13,221
-1,091
669
$485K 0.02%
3,522
+742
670
$485K 0.02%
6,245
+902
671
$485K 0.02%
17,498
-461
672
$484K 0.02%
10,038
-1,998
673
$483K 0.02%
26,450
+1,150
674
$483K 0.02%
16,162
-2,489
675
$482K 0.02%
2,215
-154
25 26
27
28 29