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
676
$481K 0.02%
40,782
-2,545
677
$480K 0.02%
132,414
-1,634
678
$479K 0.02%
87,017
+8,836
679
$479K 0.02%
9,532
+500
680
$478K 0.02%
6,905
-200
681
$474K 0.02%
14,973
-10,882
682
$468K 0.02%
12,716
-109
683
$468K 0.02%
22,530
+2,081
684
$467K 0.02%
48,961
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685
$466K 0.02%
14,178
-2,332
686
$466K 0.02%
3,638
-336
687
$466K 0.02%
3,584
-81
688
$464K 0.02%
5,645
-3,033
689
$464K 0.02%
4,026
+268
690
$463K 0.02%
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691
$463K 0.02%
17,031
-2,389
692
$462K 0.02%
5,439
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693
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4,520
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694
$458K 0.02%
28,091
+433
695
$457K 0.02%
+5,325
696
$457K 0.02%
14,397
697
$457K 0.02%
15,654
-279
698
$456K 0.02%
15,654
-919
699
$455K 0.02%
9,498
+426
700
$452K 0.02%
2,700
-98
26 27
28
29 30