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
376
$1.72M 0.05%
10,857
-1,897
377
$1.71M 0.05%
23,596
+785
378
$1.71M 0.05%
6,480
+925
379
$1.7M 0.05%
35,750
+286
380
$1.7M 0.05%
7,552
-1,705
381
$1.7M 0.05%
40,005
-795
382
$1.7M 0.05%
+17,046
383
$1.69M 0.05%
+27,270
384
$1.69M 0.05%
14,134
-2,346
385
$1.69M 0.05%
102,117
+2,924
386
$1.68M 0.05%
14,964
+485
387
$1.68M 0.05%
305,472
+5,001
388
$1.66M 0.05%
5,764
-267
389
$1.65M 0.05%
16,244
+465
390
$1.64M 0.05%
22,793
+2,135
391
$1.64M 0.05%
8,473
+185
392
$1.64M 0.05%
5,954
-243
393
$1.63M 0.05%
24,783
-2,842
394
$1.61M 0.05%
23,688
-1,285
395
$1.6M 0.05%
10,725
-1,444
396
$1.57M 0.05%
72,768
+13,294
397
$1.57M 0.05%
25,876
+3,911
398
$1.57M 0.05%
13,517
-12
399
$1.56M 0.05%
15,293
+1,172
400
$1.55M 0.05%
30,575
+12,621
14 15
16
17 18