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
176
$2.83M 0.12%
32,383
+2,315
177
$2.83M 0.12%
119,062
+6,366
178
$2.82M 0.12%
31,399
-2,021
179
$2.77M 0.12%
39,562
-1,996
180
$2.76M 0.12%
15,766
-3,203
181
$2.72M 0.11%
72,760
-6,493
182
$2.72M 0.11%
69,915
-6,829
183
$2.71M 0.11%
22,844
-4,466
184
$2.7M 0.11%
109,724
-20,174
185
$2.7M 0.11%
52,901
+4,757
186
$2.69M 0.11%
22,412
+2,324
187
$2.69M 0.11%
19,855
+244
188
$2.68M 0.11%
5,595
+91
189
$2.65M 0.11%
69,621
-40,343
190
$2.62M 0.11%
29,175
-3,132
191
$2.62M 0.11%
29,399
-557
192
$2.58M 0.11%
+19,733
193
$2.58M 0.11%
+10,249
194
$2.52M 0.11%
94,320
+46,912
195
$2.52M 0.11%
115,653
+45,737
196
$2.52M 0.11%
51,342
-3,078
197
$2.52M 0.11%
16,786
-1,584
198
$2.51M 0.11%
19,013
-90
199
$2.47M 0.1%
38,262
-1,099
200
$2.46M 0.1%
55,712
+1,112
6 7
8
9 10