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
1251
$196K 0.01%
10,520
-3,048
1252
$193K 0.01%
15,878
-140
1253
$192K 0.01%
10,425
+123
1254
$189K 0.01%
12,052
+242
1255
$186K 0.01%
17,385
+981
1256
$185K 0.01%
11,635
+35
1257
$181K 0.01%
13,114
+9
1258
$178K 0.01%
4,607
+71
1259
$174K 0.01%
686
-4
1260
$174K 0.01%
21,250
+1,264
1261
$174K 0.01%
33,290
-5,150
1262
$172K 0.01%
3,557
+623
1263
$171K 0.01%
11,447
-2,252
1264
$170K 0.01%
28,359
1265
$170K 0.01%
17,127
+1
1266
$169K 0.01%
10,765
+36
1267
$169K 0.01%
44,386
+10,268
1268
$167K 0.01%
+13,400
1269
$167K 0.01%
32,908
+14
1270
$164K 0.01%
13,058
+2
1271
$163K 0.01%
43,653
-3,221
1272
$161K 0.01%
2,182
-411
1273
$161K 0.01%
16,075
-118
1274
$160K 0.01%
18,122
+3
1275
$159K 0.01%
11,929
+1,000
49 50
51
52 53