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
926
$269K 0.01%
3,340
927
$268K 0.01%
2,807
+213
928
$266K 0.01%
3,218
+111
929
$266K 0.01%
1,834
-954
930
$265K 0.01%
3,864
+243
931
$265K 0.01%
13,649
+2,457
932
$265K 0.01%
1,677
-56
933
$264K 0.01%
48,892
-4,246
934
$264K 0.01%
17,889
935
$264K 0.01%
796
-52
936
$264K 0.01%
30,732
-1,000
937
$263K 0.01%
1,494
+146
938
$262K 0.01%
29,634
+1,461
939
$262K 0.01%
5,219
-338
940
$261K 0.01%
+10,789
941
$260K 0.01%
1,783
+1
942
$260K 0.01%
5,085
+262
943
$259K 0.01%
+2,985
944
$258K 0.01%
3,484
+169
945
$258K 0.01%
3,128
+68
946
$256K 0.01%
19,478
+1,504
947
$256K 0.01%
70,895
-6,613
948
$256K 0.01%
+1,219
949
$255K 0.01%
2,226
-445
950
$255K 0.01%
4,450
-3,354
36 37
38
39 40