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
151
$3.4M 0.14%
7,909
-1,347
152
$3.4M 0.14%
111,623
+78,617
153
$3.35M 0.14%
13,866
-377
154
$3.33M 0.14%
8,625
+168
155
$3.32M 0.14%
375,463
+73,743
156
$3.29M 0.14%
72,805
-530
157
$3.24M 0.14%
66,597
-10,561
158
$3.22M 0.14%
19,115
-2,114
159
$3.22M 0.14%
50,472
+1,052
160
$3.19M 0.13%
114,282
+1,848
161
$3.18M 0.13%
130,468
-1,325
162
$3.12M 0.13%
30,715
-310
163
$3.07M 0.13%
10,328
-88
164
$3.06M 0.13%
175,024
+16,201
165
$3.04M 0.13%
21,937
-1,074
166
$3.04M 0.13%
19,751
-518
167
$2.95M 0.12%
46,359
-4,101
168
$2.95M 0.12%
28,849
-7,886
169
$2.94M 0.12%
27,168
+3,932
170
$2.91M 0.12%
41,891
-19,702
171
$2.87M 0.12%
35,979
+5,633
172
$2.86M 0.12%
28,135
-28,398
173
$2.86M 0.12%
35,267
+596
174
$2.86M 0.12%
25,138
-2,211
175
$2.84M 0.12%
33,247
-1,244
5 6
7
8 9