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
626
$731K 0.02%
8,805
+166
627
$730K 0.02%
9,320
+1,137
628
$728K 0.02%
29,038
+124
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$727K 0.02%
+3,525
630
$720K 0.02%
9,954
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631
$718K 0.02%
6,049
-331
632
$715K 0.02%
52,100
-2,000
633
$715K 0.02%
3,569
-16
634
$714K 0.02%
9,008
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635
$713K 0.02%
10,536
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636
$713K 0.02%
2,931
-81
637
$711K 0.02%
4,340
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638
$710K 0.02%
3,242
+908
639
$710K 0.02%
8,368
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640
$707K 0.02%
8,697
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641
$707K 0.02%
4,862
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$704K 0.02%
13,041
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644
$701K 0.02%
8,510
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645
$701K 0.02%
4,641
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646
$698K 0.02%
13,035
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647
$697K 0.02%
5,721
+2,237
648
$696K 0.02%
5,659
+3,467
649
$692K 0.02%
+11,342
650
$691K 0.02%
22,336
+590
24 25
26
27 28