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
701
$451K 0.02%
11,883
-1,009
702
$451K 0.02%
14,525
+702
703
$450K 0.02%
18,763
+3,390
704
$448K 0.02%
39,303
+2,286
705
$448K 0.02%
26,151
706
$447K 0.02%
33,671
-7,319
707
$446K 0.02%
17,078
+1
708
$445K 0.02%
21,095
-255
709
$444K 0.02%
4,848
-402
710
$444K 0.02%
2,496
-1,658
711
$444K 0.02%
10,740
+1
712
$440K 0.02%
9,690
-255
713
$440K 0.02%
11,810
+904
714
$439K 0.02%
12,581
+7,527
715
$439K 0.02%
937
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716
$439K 0.02%
+14,735
717
$438K 0.02%
6,172
-1,286
718
$438K 0.02%
20,075
+1,385
719
$437K 0.02%
2,002
-454
720
$433K 0.02%
11,983
-1,736
721
$433K 0.02%
37,461
+3,803
722
$432K 0.02%
29,422
+3,648
723
$431K 0.02%
23,020
+387
724
$431K 0.02%
3,162
-21
725
$429K 0.02%
17,077
+3,011
27 28
29
30 31