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
951
$355K 0.01%
4,484
-1
952
$354K 0.01%
4,624
-157
953
$354K 0.01%
2,319
+205
954
$353K 0.01%
1,793
+17
955
$353K 0.01%
8,079
+2,028
956
$353K 0.01%
5,800
-300
957
$353K 0.01%
24,978
-3,060
958
$353K 0.01%
1,333
+6
959
$351K 0.01%
7,161
+199
960
$351K 0.01%
6,351
+127
961
$349K 0.01%
557
-68
962
$348K 0.01%
12,098
-1,250
963
$348K 0.01%
4,707
-82,898
964
$347K 0.01%
51,024
+16,057
965
$347K 0.01%
1,738
-11
966
$346K 0.01%
3,884
-67
967
$346K 0.01%
+10,201
968
$345K 0.01%
3,916
+151
969
$345K 0.01%
7,144
+693
970
$345K 0.01%
5,787
+184
971
$344K 0.01%
3,171
+767
972
$344K 0.01%
11,126
+757
973
$344K 0.01%
3,038
+474
974
$344K 0.01%
4,841
+382
975
$344K 0.01%
8,800
37 38
39
40 41