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
976
$232K 0.01%
4,172
-1,110
977
$232K 0.01%
8,090
+413
978
$232K 0.01%
2,778
-708
979
$231K 0.01%
2,363
980
$231K 0.01%
3,988
-549
981
$231K 0.01%
8,963
+1,109
982
$231K 0.01%
+3,497
983
$231K 0.01%
+4,006
984
$231K 0.01%
6,811
-530
985
$231K 0.01%
1,518
-1,513
986
$230K 0.01%
3,492
+132
987
$230K 0.01%
+30,555
988
$229K 0.01%
24,520
+5,000
989
$228K 0.01%
1,312
+9
990
$228K 0.01%
+7,869
991
$228K 0.01%
+20,904
992
$228K 0.01%
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993
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4,214
-138
994
$227K 0.01%
9,365
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995
$226K 0.01%
11,829
-69,063
996
$226K 0.01%
1,889
-95
997
$225K 0.01%
1,883
-2,592
998
$225K 0.01%
3,331
999
$225K 0.01%
8,054
+40
1000
$223K 0.01%
3,492
+244
38 39
40
41 42