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
951
$253K 0.01%
6,089
-229
952
$253K 0.01%
21,420
+3,801
953
$252K 0.01%
1,455
+91
954
$251K 0.01%
3,609
-190
955
$250K 0.01%
1,951
-964
956
$250K 0.01%
39,834
-21,364
957
$249K 0.01%
47,799
+2,937
958
$248K 0.01%
7,224
-15,339
959
$248K 0.01%
36,318
-5,368
960
$248K 0.01%
3,263
-50
961
$245K 0.01%
5,285
+698
962
$244K 0.01%
29,300
-6,385
963
$244K 0.01%
6,400
-200
964
$244K 0.01%
13,917
+2,000
965
$243K 0.01%
5,598
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966
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967
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12,231
+23
968
$239K 0.01%
9,854
+25
969
$239K 0.01%
+2,194
970
$238K 0.01%
3,823
-414
971
$237K 0.01%
3,504
+522
972
$237K 0.01%
6,918
-1,598
973
$237K 0.01%
1,478
+14
974
$233K 0.01%
1,748
+19
975
$233K 0.01%
+7,816
37 38
39
40 41