We are live on ! Find out more
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
1326
– –
-163
1327
– –
-24,222
1328
– –
-1,248
1329
– –
-58,785
1330
– –
-2,977
1331
– –
-4,901
1332
– –
-2,845
1333
– –
-14,000
1334
– –
-3,750
1335
– –
-14,422
1336
– –
-5,855
1337
– –
-10,300
1338
– –
-1,928
1339
– –
-2,813
1340
– –
-2,982
1341
– –
-560
1342
– –
-622
1343
– –
-3,763
1344
– –
-2,072
1345
– –
-2,096
1346
– –
-17,550
1347
– –
-6,031
1348
– –
-5,614
1349
– –
-4,422
1350
– –
-6,452
52 53
54
55 56