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
276
$2.55M 0.08%
70,100
+2,800
277
$2.55M 0.08%
26,087
+3,055
278
$2.54M 0.08%
19,541
-259
279
$2.53M 0.08%
7,490
+1,405
280
$2.53M 0.08%
15,629
-383
281
$2.53M 0.08%
13,844
+746
282
$2.51M 0.08%
8,987
-1,933
283
$2.51M 0.08%
34,772
+10,064
284
$2.49M 0.08%
30,141
-529
285
$2.47M 0.08%
25,512
+592
286
$2.47M 0.08%
84,301
+21,964
287
$2.45M 0.08%
16,574
+284
288
$2.43M 0.08%
11,656
+328
289
$2.43M 0.08%
68,178
-3,949
290
$2.43M 0.08%
33,945
+3,402
291
$2.42M 0.08%
15,304
-316
292
$2.42M 0.08%
12,366
-64
293
$2.42M 0.08%
10,021
+240
294
$2.42M 0.08%
88,279
+17,659
295
$2.41M 0.08%
30,016
+1,307
296
$2.4M 0.08%
47,948
-388
297
$2.39M 0.08%
8,110
+690
298
$2.38M 0.08%
38,721
+13,873
299
$2.38M 0.08%
46,228
-92
300
$2.38M 0.08%
23,799
-1,576
10 11
12
13 14