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
1126
$102K ﹤0.01%
12,470
-1
1127
$102K ﹤0.01%
12,130
-333
1128
$100K ﹤0.01%
19,288
+8,518
1129
$100K ﹤0.01%
10,892
-515
1130
$99K ﹤0.01%
246,000
+86,122
1131
$97K ﹤0.01%
22,102
+3,190
1132
$97K ﹤0.01%
40,399
-4,101
1133
$96K ﹤0.01%
10,325
1134
$94K ﹤0.01%
13,000
-7,000
1135
$91K ﹤0.01%
3,336
-12
1136
$90K ﹤0.01%
11,707
+9
1137
$90K ﹤0.01%
46,200
1138
$89K ﹤0.01%
28,032
1139
$87K ﹤0.01%
32,500
1140
$86K ﹤0.01%
11,782
1141
$86K ﹤0.01%
27,379
+500
1142
$86K ﹤0.01%
+11,117
1143
$84K ﹤0.01%
11,206
+5
1144
$82K ﹤0.01%
11,479
-14,044
1145
$80K ﹤0.01%
+27,000
1146
$78K ﹤0.01%
12,975
1147
$78K ﹤0.01%
44,800
1148
$77K ﹤0.01%
21,210
-2,850
1149
$76K ﹤0.01%
16,864
-9,102
1150
$75K ﹤0.01%
+980
44 45
46
47 48