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
1076
$158K 0.01%
13,617
+3,232
1077
$158K 0.01%
17,095
+9
1078
$157K 0.01%
11,225
1079
$156K 0.01%
12,325
+175
1080
$156K 0.01%
14,571
-6
1081
$155K 0.01%
53,616
+4,726
1082
$151K 0.01%
14,083
+23
1083
$150K 0.01%
14,314
+152
1084
$150K 0.01%
14,349
-4,576
1085
$149K 0.01%
10,949
-693
1086
$148K 0.01%
22,600
1087
$147K 0.01%
33,123
-2,250
1088
$147K 0.01%
16,519
-7
1089
$144K 0.01%
26,959
+2,380
1090
$143K 0.01%
13,247
+2,538
1091
$141K 0.01%
12,247
+309
1092
$140K 0.01%
15,346
-1,755
1093
$136K 0.01%
22,315
1094
$135K 0.01%
15,098
-18,809
1095
$134K 0.01%
10,587
+884
1096
$132K 0.01%
15,286
-933
1097
$132K 0.01%
16,095
+22
1098
$131K 0.01%
27,830
1099
$131K 0.01%
4,032
+89
1100
$130K 0.01%
294
-121
42 43
44
45 46