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
901
$282K 0.01%
4,455
-1,109
902
$282K 0.01%
8,079
+1,344
903
$282K 0.01%
+8,044
904
$279K 0.01%
1,522
-20
905
$278K 0.01%
20,570
-1,680
906
$278K 0.01%
+20,616
907
$278K 0.01%
5,041
-287
908
$278K 0.01%
11,994
+3,310
909
$277K 0.01%
2,678
-75
910
$276K 0.01%
1,751
-273
911
$276K 0.01%
7,894
+299
912
$275K 0.01%
6,163
-100
913
$275K 0.01%
7,626
+22
914
$275K 0.01%
3,566
-800
915
$274K 0.01%
1,272
+324
916
$274K 0.01%
15,466
-744
917
$274K 0.01%
+4,182
918
$274K 0.01%
2,816
-468
919
$273K 0.01%
1,483
-309
920
$272K 0.01%
5,208
+76
921
$271K 0.01%
1,403
-641
922
$270K 0.01%
15,890
-5,700
923
$270K 0.01%
13,502
-17,385
924
$269K 0.01%
5,000
-50
925
$269K 0.01%
7,620
-200
35 36
37
38 39