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
326
$2.06M 0.07%
61,007
+3,822
327
$2.05M 0.07%
10,393
+1,480
328
$2.03M 0.06%
46,707
-8,713
329
$2.02M 0.06%
31,511
-3,365
330
$2.02M 0.06%
96,276
-2,784
331
$2M 0.06%
28,420
+1,669
332
$1.99M 0.06%
25,113
+1,728
333
$1.97M 0.06%
15,784
+1,580
334
$1.97M 0.06%
8,211
+856
335
$1.96M 0.06%
8,194
-255
336
$1.96M 0.06%
37,982
+23,443
337
$1.95M 0.06%
28,998
-360
338
$1.95M 0.06%
5,895
+672
339
$1.95M 0.06%
4,035
+111
340
$1.93M 0.06%
4,854
+325
341
$1.93M 0.06%
88,632
-81,336
342
$1.93M 0.06%
24,882
+6,726
343
$1.92M 0.06%
32,948
+5,262
344
$1.91M 0.06%
74,886
+2,406
345
$1.91M 0.06%
+36,763
346
$1.91M 0.06%
18,641
+15,706
347
$1.9M 0.06%
34,520
-2,035
348
$1.9M 0.06%
93,436
+5,589
349
$1.9M 0.06%
22,558
+3,028
350
$1.89M 0.06%
30,545
+4,073
12 13
14
15 16