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
$3.14B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,509
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.45M
3
+$6.09M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$5.61M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$5.44M

Top Sells

1
+$6.72M
2
+$6.68M
3
+$6.59M
4
FTNT icon
Fortinet
FTNT
+$6.58M
5
VDE icon
Vanguard Energy ETF
VDE
+$6.13M

Sector Composition

1 Technology 16.42%
2 Healthcare 6.92%
3 Consumer Discretionary 6.8%
4 Financials 6.29%
5 Communication Services 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.97M 0.09%
27,151
+436
252
$2.95M 0.09%
48,947
-19
253
$2.9M 0.09%
63,398
-4,905
254
$2.88M 0.09%
48,571
-33
255
$2.83M 0.09%
58,154
+8,680
256
$2.83M 0.09%
40,511
+2,248
257
$2.81M 0.09%
34,132
+232
258
$2.8M 0.09%
3,547
+156
259
$2.8M 0.09%
65,571
+159
260
$2.78M 0.09%
47,582
+1,832
261
$2.77M 0.09%
18,204
+941
262
$2.77M 0.09%
51,527
+484
263
$2.75M 0.09%
68,127
+30
264
$2.74M 0.09%
24,395
+225
265
$2.69M 0.09%
4,332
-1,182
266
$2.69M 0.09%
53,229
-740
267
$2.67M 0.09%
45,735
-112,565
268
$2.67M 0.09%
126,917
-19
269
$2.65M 0.08%
33,910
+496
270
$2.64M 0.08%
7,313
+138
271
$2.63M 0.08%
20,627
-324
272
$2.63M 0.08%
103,062
-950
273
$2.63M 0.08%
43,266
+1,832
274
$2.62M 0.08%
72,168
+36,245
275
$2.61M 0.08%
80,437
+21,221
9 10
11
12 13