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
1201
$218K 0.01%
3,200
1202
$218K 0.01%
+5,293
1203
$218K 0.01%
4,750
-1
1204
$218K 0.01%
+17,774
1205
$217K 0.01%
+11,299
1206
$215K 0.01%
+1,374
1207
$215K 0.01%
+12,905
1208
$215K 0.01%
1,081
1209
$214K 0.01%
+1,551
1210
$213K 0.01%
8,740
-146
1211
$213K 0.01%
4,135
+65
1212
$213K 0.01%
3,091
-112
1213
$213K 0.01%
14,020
+21
1214
$212K 0.01%
+2,613
1215
$211K 0.01%
3,578
1216
$211K 0.01%
3,375
1217
$211K 0.01%
+1,130
1218
$211K 0.01%
11,403
-618
1219
$211K 0.01%
5,923
-2,193
1220
$211K 0.01%
3,261
+720
1221
$211K 0.01%
1,229
+40
1222
$210K 0.01%
4,005
-1,155
1223
$210K 0.01%
35,826
+3,985
1224
$210K 0.01%
+4,250
1225
$210K 0.01%
2,585
+56
47 48
49
50 51