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
1151
$74K ﹤0.01%
22,104
-3,114
1152
$73K ﹤0.01%
29,165
+11,548
1153
$72K ﹤0.01%
179,800
1154
$71K ﹤0.01%
16,723
+3,860
1155
$70K ﹤0.01%
409,201
-9,000
1156
$68K ﹤0.01%
15,500
1157
$67K ﹤0.01%
18,010
-21
1158
$66K ﹤0.01%
10,850
-27,950
1159
$66K ﹤0.01%
13,525
-100
1160
$63K ﹤0.01%
555
-953
1161
$61K ﹤0.01%
15,846
1162
$60K ﹤0.01%
104,000
-10,701
1163
$60K ﹤0.01%
13,424
1164
$60K ﹤0.01%
24,291
-3,308
1165
$60K ﹤0.01%
10,097
+508
1166
$56K ﹤0.01%
10,038
1167
$55K ﹤0.01%
16,036
-399
1168
$55K ﹤0.01%
2,640
+72
1169
$51K ﹤0.01%
11,600
-8,350
1170
$50K ﹤0.01%
2,804
-29,279
1171
– –
0
1172
$49K ﹤0.01%
+10,750
1173
$48K ﹤0.01%
+42,108
1174
$44K ﹤0.01%
15,668
+100
1175
$44K ﹤0.01%
2,230
-320
45 46
47
48 49