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
1051
$185K 0.01%
7,574
-1,000
1052
$182K 0.01%
46,786
+1,014
1053
$180K 0.01%
1,272
1054
$179K 0.01%
13,572
-4,794
1055
$178K 0.01%
20,555
-4,599
1056
$177K 0.01%
16,104
-3
1057
$176K 0.01%
31,360
-1,589
1058
$176K 0.01%
14,877
+2,611
1059
$176K 0.01%
13,363
-2,606
1060
$172K 0.01%
+22,864
1061
$171K 0.01%
15,713
+133
1062
$169K 0.01%
13,298
-11,105
1063
$169K 0.01%
18,425
-8,000
1064
$168K 0.01%
10,805
-1,620
1065
$168K 0.01%
14,703
-1,053
1066
$166K 0.01%
10,080
1067
$164K 0.01%
12,123
-3,347
1068
$163K 0.01%
13,642
+102
1069
$163K 0.01%
12,694
-5,380
1070
$163K 0.01%
13,027
+606
1071
$162K 0.01%
19,674
-137
1072
$161K 0.01%
39,300
1073
$159K 0.01%
2,821
+302
1074
$159K 0.01%
12,068
-3,646
1075
$158K 0.01%
17,541
+979
41 42
43
44 45