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BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 28.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.54%
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
1,441
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$7.29M
3
+$6.57M
4
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$5.94M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$5.39M

Top Sells

1
+$14.2M
2
+$11.9M
3
+$11.4M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$10.9M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.56M

Sector Composition

1 Technology 14.49%
2 Healthcare 7.99%
3 Consumer Discretionary 5.78%
4 Financials 5.58%
5 Industrials 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$6K ﹤0.01%
16
1227
$6K ﹤0.01%
+40,872
1228
$5K ﹤0.01%
1,350
1229
$5K ﹤0.01%
1,217
1230
$4K ﹤0.01%
2
1231
$3K ﹤0.01%
16
-14
1232
– –
-5,468
1233
– –
-203
1234
– –
-8,612
1235
– –
-9,531
1236
– –
-27,406
1237
– –
-5,615
1238
– –
-7,071
1239
– –
-2,752
1240
– –
-3,353
1241
– –
-3,470
1242
– –
-5,196
1243
– –
-3,446
1244
– –
-990
1245
– –
-10,914
1246
– –
-4,947
1247
– –
-3,615
1248
– –
-198,317
1249
– –
-1,392
1250
– –
-2,569
48 49
50
51 52