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
1176
$43K ﹤0.01%
11,850
1177
$41K ﹤0.01%
+15,000
1178
$41K ﹤0.01%
+11,200
1179
$40K ﹤0.01%
6,250
-700
1180
$38K ﹤0.01%
13,376
-1,281
1181
$38K ﹤0.01%
11,200
1182
$37K ﹤0.01%
15,000
1183
$37K ﹤0.01%
29,500
+8,800
1184
$36K ﹤0.01%
11,437
+400
1185
$34K ﹤0.01%
+75,400
1186
$33K ﹤0.01%
3,111
-1,667
1187
$30K ﹤0.01%
96,500
+71,973
1188
$30K ﹤0.01%
15,044
1189
$29K ﹤0.01%
179
1190
$29K ﹤0.01%
3,131
-150
1191
$28K ﹤0.01%
55,400
+17,000
1192
$26K ﹤0.01%
1,330
-630
1193
$26K ﹤0.01%
40,000
-28,800
1194
$26K ﹤0.01%
509
-300
1195
$24K ﹤0.01%
+950
1196
$24K ﹤0.01%
+69,000
1197
$23K ﹤0.01%
55,000
+23,000
1198
$22K ﹤0.01%
10,613
+160
1199
$21K ﹤0.01%
867
-187
1200
$20K ﹤0.01%
+18,200
46 47
48
49 50