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
126
$4.22M 0.18%
69,997
-129,394
127
$4.22M 0.18%
42,272
+4,400
128
$4.15M 0.17%
106,764
+95,728
129
$4.14M 0.17%
99,036
-7,614
130
$4.04M 0.17%
40,922
-2,853
131
$4.04M 0.17%
102,889
-3,048
132
$4.03M 0.17%
17,759
-1,841
133
$3.98M 0.17%
102,405
-2,929
134
$3.97M 0.17%
236,851
-484
135
$3.83M 0.16%
22,050
-1,017
136
$3.81M 0.16%
16,347
-332
137
$3.8M 0.16%
45,880
-2,972
138
$3.8M 0.16%
816,611
-145,008
139
$3.75M 0.16%
164,524
+1,533
140
$3.73M 0.16%
250,263
-5,793
141
$3.72M 0.16%
151,344
+11,438
142
$3.71M 0.16%
117,667
-453
143
$3.7M 0.16%
87,593
+1,962
144
$3.67M 0.15%
18,627
+1,117
145
$3.64M 0.15%
47,614
+134
146
$3.63M 0.15%
108,778
-11,074
147
$3.57M 0.15%
37,563
+1,032
148
$3.48M 0.15%
25,482
-9,250
149
$3.48M 0.15%
15,908
-3,844
150
$3.46M 0.15%
50,493
-5,516
4 5
6
7 8