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
1001
$223K 0.01%
+10,653
1002
$222K 0.01%
2,260
+82
1003
$222K 0.01%
9,263
+750
1004
$222K 0.01%
32,450
+19,700
1005
$221K 0.01%
9,357
+1,706
1006
$221K 0.01%
1,973
-9
1007
$220K 0.01%
5,736
+3
1008
$220K 0.01%
3,778
+153
1009
$220K 0.01%
3,082
-8,241
1010
$220K 0.01%
1,343
+2
1011
$220K 0.01%
2,034
-793
1012
$220K 0.01%
12,560
+1,037
1013
$218K 0.01%
1,975
-168
1014
$218K 0.01%
11,420
-613
1015
$218K 0.01%
48,417
+10,521
1016
$218K 0.01%
1,595
+70
1017
$218K 0.01%
17,207
+55
1018
$218K 0.01%
+6,910
1019
$217K 0.01%
7,740
-423
1020
$216K 0.01%
17,772
+1,900
1021
$215K 0.01%
4,661
-28
1022
$215K 0.01%
46,573
-302
1023
$214K 0.01%
3,677
-640
1024
$213K 0.01%
4,936
-2,230
1025
$211K 0.01%
28,581
-17,215
39 40
41
42 43