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
776
$376K 0.02%
9,720
-904
777
$376K 0.02%
6,433
+192
778
$376K 0.02%
+730
779
$376K 0.02%
37,900
780
$375K 0.02%
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-33
781
$374K 0.02%
14,408
-100
782
$374K 0.02%
3,967
-8,399
783
$373K 0.02%
15,525
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784
$373K 0.02%
10,803
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785
$369K 0.02%
2,368
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786
$369K 0.02%
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787
$369K 0.02%
25,711
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788
$367K 0.02%
9,350
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789
$367K 0.02%
3,474
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790
$366K 0.02%
31,760
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$366K 0.02%
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$365K 0.02%
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22,496
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794
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795
$360K 0.02%
9,634
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796
$358K 0.02%
3,785
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797
$357K 0.02%
9,674
798
$356K 0.02%
22,766
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799
$354K 0.01%
4,412
+7
800
$353K 0.01%
29,092
+833
30 31
32
33 34