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
51
$9.88M 0.42%
231,830
-14,680
52
$9.51M 0.4%
101,486
-18,025
53
$9.34M 0.39%
224,128
-618
54
$9.21M 0.39%
91,651
+12,771
55
$9.15M 0.39%
118,874
-14,987
56
$8.96M 0.38%
608,442
+14,457
57
$8.93M 0.38%
47,347
-8,810
58
$8.74M 0.37%
35,415
+5,545
59
$8.51M 0.36%
66,320
-366
60
$8.5M 0.36%
106,239
+68,321
61
$8.1M 0.34%
199,806
-40,647
62
$8.09M 0.34%
282,151
-10,528
63
$7.99M 0.34%
254,080
-19,298
64
$7.98M 0.34%
55,076
-2,759
65
$7.94M 0.33%
57,761
+7,844
66
$7.93M 0.33%
113,018
+48,064
67
$7.88M 0.33%
335,840
-45,510
68
$7.85M 0.33%
164,789
-11,700
69
$7.72M 0.32%
264,236
-3,478
70
$7.65M 0.32%
94,982
+2,305
71
$7.41M 0.31%
20,232
-1,387
72
$7.33M 0.31%
30,138
+4,904
73
$7.26M 0.31%
22,387
+1,419
74
$7.07M 0.3%
154,549
-1,462
75
$7M 0.29%
125,358
+19,630
1 2
3
4 5