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
826
$451K 0.01%
21,179
+1,874
827
$449K 0.01%
16,609
-807
828
$447K 0.01%
3,508
+635
829
$447K 0.01%
2,961
-718
830
$447K 0.01%
2,140
+806
831
$447K 0.01%
9,423
-897
832
$446K 0.01%
32,071
+40
833
$445K 0.01%
5,906
-12
834
$444K 0.01%
31,146
+3,685
835
$443K 0.01%
2,629
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836
$442K 0.01%
10,165
-1,153
837
$441K 0.01%
22,361
-43,600
838
$440K 0.01%
7,819
+2,005
839
$440K 0.01%
5,048
+28
840
$440K 0.01%
+22,857
841
$440K 0.01%
63,000
842
$437K 0.01%
16,422
-673
843
$437K 0.01%
14,733
-1,387
844
$436K 0.01%
28,035
-50
845
$435K 0.01%
8,088
+1
846
$435K 0.01%
12,207
-445
847
$432K 0.01%
579
+255
848
$432K 0.01%
8,402
849
$432K 0.01%
32,519
+3,580
850
$432K 0.01%
11,979
+1,029
32 33
34
35 36