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
76
$6.95M 0.29%
172,734
+120,506
77
$6.94M 0.29%
89,418
-443
78
$6.89M 0.29%
86,430
+146
79
$6.68M 0.28%
52,304
-1,743
80
$6.67M 0.28%
26,086
-1,262
81
$6.66M 0.28%
139,369
-3,249
82
$6.42M 0.27%
69,261
-2,476
83
$6.31M 0.27%
70,832
+33,084
84
$6.3M 0.27%
+113,712
85
$6.28M 0.26%
299,582
-126,964
86
$6.13M 0.26%
104,131
-7,461
87
$6.08M 0.26%
191,745
-16,744
88
$6.05M 0.25%
86,094
-30,205
89
$6.03M 0.25%
125,189
-10,440
90
$5.93M 0.25%
28,213
+44
91
$5.84M 0.25%
170,208
-9,582
92
$5.8M 0.24%
186,336
-19,256
93
$5.59M 0.24%
61,281
-7,551
94
$5.58M 0.23%
178,634
-352
95
$5.57M 0.23%
88,564
-7,455
96
$5.57M 0.23%
43,839
-4,460
97
$5.55M 0.23%
71,538
+1,252
98
$5.54M 0.23%
26,322
+190
99
$5.52M 0.23%
18,445
+2,915
100
$5.46M 0.23%
66,312
+1,008
2 3
4
5 6