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
101
$5.36M 0.23%
89,755
+714
102
$5.33M 0.22%
55,472
-1,945
103
$5.17M 0.22%
78,365
-79,004
104
$5.16M 0.22%
73,747
-14,855
105
$5.15M 0.22%
32,167
-1,443
106
$5.1M 0.21%
66,680
-1,326
107
$5.04M 0.21%
20,427
-9,959
108
$4.98M 0.21%
99,813
+5,108
109
$4.92M 0.21%
27,908
-88
110
$4.91M 0.21%
23,039
-1,057
111
$4.75M 0.2%
263,515
+14,075
112
$4.67M 0.2%
25,579
-927
113
$4.66M 0.2%
109,238
-16,621
114
$4.6M 0.19%
27,883
-5,835
115
$4.58M 0.19%
42,156
-829
116
$4.52M 0.19%
25,284
+1,372
117
$4.5M 0.19%
171,162
+249
118
$4.49M 0.19%
26,109
-440
119
$4.43M 0.19%
95,683
-154
120
$4.42M 0.19%
15,690
-542
121
$4.42M 0.19%
369,470
+6,433
122
$4.38M 0.18%
133,273
-55,850
123
$4.24M 0.18%
21,292
+2,202
124
$4.24M 0.18%
45,818
-49,537
125
$4.23M 0.18%
52,393
+6,392
3 4
5
6 7