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
476
$1.14M 0.04%
19,494
-162
477
$1.14M 0.04%
3,195
-240
478
$1.13M 0.04%
18,564
+55
479
$1.13M 0.04%
8,075
+170
480
$1.12M 0.04%
55,630
+559
481
$1.12M 0.04%
3,734
+1,416
482
$1.12M 0.04%
30,324
+11,088
483
$1.12M 0.04%
5,775
-1,957
484
$1.12M 0.04%
4,435
+1,772
485
$1.12M 0.04%
41,000
+200
486
$1.11M 0.04%
6,589
-809
487
$1.11M 0.04%
43,565
+3,402
488
$1.11M 0.04%
7,143
-606
489
$1.1M 0.04%
9,849
+3,433
490
$1.09M 0.03%
8,551
+938
491
$1.09M 0.03%
23,786
+109
492
$1.09M 0.03%
67,997
+10,717
493
$1.09M 0.03%
6,588
-83
494
$1.09M 0.03%
29,123
+893
495
$1.08M 0.03%
+36,194
496
$1.08M 0.03%
1,769
+8
497
$1.07M 0.03%
2,406
+54
498
$1.07M 0.03%
23,272
-1,968
499
$1.07M 0.03%
37,120
+500
500
$1.06M 0.03%
25,513
+3,191
18 19
20
21 22