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
876
$303K 0.01%
6,520
+19
877
$303K 0.01%
+13,644
878
$303K 0.01%
5,434
+68
879
$302K 0.01%
5,136
880
$302K 0.01%
563
-36
881
$301K 0.01%
3,237
-63
882
$300K 0.01%
4,177
+43
883
$299K 0.01%
13,146
+17
884
$299K 0.01%
1,366
+125
885
$299K 0.01%
17,316
-3,534
886
$299K 0.01%
32,024
+15,895
887
$298K 0.01%
3,458
-988
888
$295K 0.01%
27,054
-2,446
889
$295K 0.01%
+3,924
890
$295K 0.01%
5,596
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891
$294K 0.01%
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893
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33,842
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894
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1,721
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895
$291K 0.01%
5,800
896
$291K 0.01%
12,685
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897
$290K 0.01%
4,014
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898
$290K 0.01%
9,582
+1,654
899
$287K 0.01%
10,093
-675
900
$286K 0.01%
4,726
+6
34 35
36
37 38