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
851
$316K 0.01%
5,306
-460
852
$316K 0.01%
14,657
-728
853
$316K 0.01%
6,647
854
$315K 0.01%
1,934
-319
855
$314K 0.01%
+8,184
856
$314K 0.01%
4,385
-3,671
857
$312K 0.01%
8,402
-696
858
$312K 0.01%
271
-21
859
$312K 0.01%
10,886
860
$312K 0.01%
2,978
+295
861
$312K 0.01%
1,031
-1,238
862
$310K 0.01%
1,142
-41
863
$310K 0.01%
26,514
-2,782
864
$310K 0.01%
9,841
-446
865
$310K 0.01%
3,566
866
$310K 0.01%
1,674
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867
$310K 0.01%
25,128
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868
$308K 0.01%
3,637
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869
$308K 0.01%
5,788
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870
$308K 0.01%
46,477
-76,705
871
$307K 0.01%
2,777
+35
872
$306K 0.01%
9,863
-85
873
$305K 0.01%
100,010
874
$305K 0.01%
9,711
-87
875
$305K 0.01%
1,618
+209
33 34
35
36 37