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
751
$395K 0.02%
39,441
+4,953
752
$395K 0.02%
3,816
-208
753
$393K 0.02%
16,610
-19,080
754
$393K 0.02%
17,456
+215
755
$393K 0.02%
7,501
+1,504
756
$390K 0.02%
+2,613
757
$390K 0.02%
18,528
+128
758
$390K 0.02%
55,870
+439
759
$389K 0.02%
9,335
-245
760
$389K 0.02%
11,971
+1,399
761
$387K 0.02%
34,949
+5,152
762
$387K 0.02%
25,241
+110
763
$385K 0.02%
8,167
-1,168
764
$385K 0.02%
63,000
765
$384K 0.02%
1,090
+52
766
$383K 0.02%
2,114
-38
767
$383K 0.02%
+5,535
768
$382K 0.02%
2,337
-10
769
$382K 0.02%
4,138
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770
$380K 0.02%
+4,074
771
$380K 0.02%
7,109
-3,163
772
$379K 0.02%
3,639
+41
773
$377K 0.02%
2,064
+247
774
$377K 0.02%
4,164
-450
775
$376K 0.02%
4,261
-198
29 30
31
32 33