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
801
$474K 0.02%
9,450
802
$472K 0.02%
38,541
-3,843
803
$472K 0.02%
18,840
+925
804
$470K 0.02%
3,506
-160
805
$468K 0.01%
2,705
+1,305
806
$468K 0.01%
19,052
+5,178
807
$468K 0.01%
5,366
+3,455
808
$468K 0.01%
10,988
+3,110
809
$466K 0.01%
+22,873
810
$465K 0.01%
8,804
-451
811
$465K 0.01%
+1,608
812
$465K 0.01%
2,410
+113
813
$464K 0.01%
25,655
-20,007
814
$463K 0.01%
+23,000
815
$462K 0.01%
4,366
-555
816
$462K 0.01%
75,033
+8,074
817
$459K 0.01%
3,560
+640
818
$458K 0.01%
11,214
+646
819
$457K 0.01%
77,335
+4,109
820
$455K 0.01%
+7,560
821
$455K 0.01%
5,710
822
$455K 0.01%
10,139
-3,356
823
$455K 0.01%
5,116
-214
824
$454K 0.01%
1,332
+520
825
$453K 0.01%
10,897
+750
31 32
33
34 35