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
801
$352K 0.01%
6,868
-802
802
$351K 0.01%
2,267
-365
803
$350K 0.01%
5,758
+13
804
$348K 0.01%
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$347K 0.01%
1,448
-14
806
$346K 0.01%
6,396
-1,969
807
$346K 0.01%
5,811
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$345K 0.01%
2,343
+13
809
$344K 0.01%
4,094
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810
$344K 0.01%
16,205
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811
$344K 0.01%
20,727
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812
$343K 0.01%
9,952
-456
813
$342K 0.01%
+4,601
814
$342K 0.01%
12,095
-1,096
815
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5,301
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$340K 0.01%
18,931
-7,373
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22,912
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818
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3,461
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819
$339K 0.01%
15,111
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820
$339K 0.01%
+15,206
821
$337K 0.01%
18,645
+4,495
822
$337K 0.01%
1,363
+337
823
$336K 0.01%
1,958
-169
824
$336K 0.01%
8,465
+56
825
$335K 0.01%
6,780
31 32
33
34 35