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
826
$335K 0.01%
3,184
+222
827
$335K 0.01%
1,693
+100
828
$333K 0.01%
1,404
-388
829
$333K 0.01%
8,671
-3,331
830
$333K 0.01%
+11,450
831
$332K 0.01%
4,435
+315
832
$331K 0.01%
3,275
+757
833
$331K 0.01%
3,374
-9
834
$330K 0.01%
3,682
-341
835
$328K 0.01%
7,148
-17
836
$328K 0.01%
3,482
-132
837
$328K 0.01%
8,592
-42,186
838
$328K 0.01%
4,159
-1,715
839
$327K 0.01%
14,809
-200
840
$326K 0.01%
12,330
+263
841
$326K 0.01%
+11,450
842
$325K 0.01%
2,494
-744
843
$325K 0.01%
5,961
+813
844
$322K 0.01%
505
-41
845
$321K 0.01%
3,624
+17
846
$321K 0.01%
+10,110
847
$321K 0.01%
19,704
+311
848
$320K 0.01%
16,389
+365
849
$320K 0.01%
60,656
-2,806
850
$317K 0.01%
4,984
+22
32 33
34
35 36