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
976
$344K 0.01%
5,175
-189
977
$343K 0.01%
6,899
-1,681
978
$343K 0.01%
7,131
+232
979
$341K 0.01%
1,661
-22
980
$340K 0.01%
10,019
-689
981
$340K 0.01%
17,250
982
$339K 0.01%
8,537
-50
983
$339K 0.01%
+7,309
984
$338K 0.01%
6,146
+320
985
$337K 0.01%
2,993
+578
986
$335K 0.01%
2,900
+235
987
$335K 0.01%
13,424
+1,818
988
$334K 0.01%
849
-94
989
$333K 0.01%
4,016
+106
990
$330K 0.01%
15,894
+759
991
$328K 0.01%
+13,341
992
$328K 0.01%
7,053
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993
$328K 0.01%
31,728
+805
994
$327K 0.01%
+1,223
995
$327K 0.01%
1,986
+37
996
$325K 0.01%
4,954
+6
997
$325K 0.01%
5,843
-2,816
998
$324K 0.01%
3,421
999
$324K 0.01%
8,278
+14
1000
$323K 0.01%
18,960
38 39
40
41 42