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
551
$909K 0.03%
58,752
+9,409
552
$909K 0.03%
184,318
+22,000
553
$904K 0.03%
48,800
-1,072
554
$903K 0.03%
56,810
+37,310
555
$902K 0.03%
9,216
-1,257
556
$901K 0.03%
2,637
+390
557
$898K 0.03%
2,713
+279
558
$894K 0.03%
+7,640
559
$889K 0.03%
27,150
+1,294
560
$884K 0.03%
9,765
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561
$882K 0.03%
14,371
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562
$882K 0.03%
17,685
-1,848
563
$875K 0.03%
33,694
-1,368
564
$874K 0.03%
16,895
+11,885
565
$873K 0.03%
5,267
-106
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38,203
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567
$866K 0.03%
7,951
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568
$865K 0.03%
12,165
+4,570
569
$862K 0.03%
4,847
+325
570
$861K 0.03%
11,173
+4,662
571
$861K 0.03%
16,843
+386
572
$858K 0.03%
11,646
+3,480
573
$856K 0.03%
13,681
-1,124
574
$856K 0.03%
22,211
-112
575
$855K 0.03%
10,495
+43
21 22
23
24 25