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
401
$1.55M 0.05%
10,721
+177
402
$1.54M 0.05%
69,894
+14,370
403
$1.53M 0.05%
3,496
-5
404
$1.52M 0.05%
22,260
-2,238
405
$1.51M 0.05%
23,791
-1,142
406
$1.5M 0.05%
21,794
+2,406
407
$1.49M 0.05%
8,996
+1,525
408
$1.49M 0.05%
34,484
-2,695
409
$1.48M 0.05%
24,014
+2,522
410
$1.48M 0.05%
18,860
+1,318
411
$1.48M 0.05%
5,183
+646
412
$1.47M 0.05%
8,470
-255
413
$1.46M 0.05%
7,260
-38
414
$1.45M 0.05%
34,239
+12,963
415
$1.45M 0.05%
145,078
+7,015
416
$1.43M 0.05%
29,878
-1,568
417
$1.42M 0.05%
19,499
-249
418
$1.42M 0.05%
56,309
-222
419
$1.41M 0.04%
60,645
+12,361
420
$1.39M 0.04%
11,690
+155
421
$1.39M 0.04%
4,343
+630
422
$1.39M 0.04%
27,053
-1,321
423
$1.38M 0.04%
9,337
+3,245
424
$1.38M 0.04%
8,744
-57
425
$1.38M 0.04%
224
+174
15 16
17
18 19