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
301
$2.32M 0.07%
77,440
+8,954
302
$2.29M 0.07%
59,940
+595
303
$2.29M 0.07%
36,597
-3,330
304
$2.29M 0.07%
25,404
+250
305
$2.28M 0.07%
11,636
+1,093
306
$2.26M 0.07%
57,226
+1,159
307
$2.26M 0.07%
9,137
-265
308
$2.25M 0.07%
47,024
+1,486
309
$2.24M 0.07%
17,422
+1,489
310
$2.22M 0.07%
34,300
-30
311
$2.2M 0.07%
32,368
+219
312
$2.16M 0.07%
39,137
+13,299
313
$2.15M 0.07%
65,592
-809
314
$2.14M 0.07%
77,290
+46,652
315
$2.13M 0.07%
22,589
+1,551
316
$2.12M 0.07%
17,010
+2,156
317
$2.1M 0.07%
63,395
-241
318
$2.09M 0.07%
8,915
+114
319
$2.09M 0.07%
24,191
+32
320
$2.09M 0.07%
22,258
-8,697
321
$2.09M 0.07%
35,312
+2,245
322
$2.09M 0.07%
76,868
+7,260
323
$2.08M 0.07%
5,923
-224
324
$2.07M 0.07%
14,839
+153
325
$2.07M 0.07%
19,141
+1,126
11 12
13
14 15