We are live on ! Find out more
BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 28.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.54%
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
+$9.92M
2
+$9.72M
3
+$6.33M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$5.78M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$5.49M

Top Sells

1
+$7.93M
2
+$6.85M
3
+$6.74M
4
FTNT icon
Fortinet
FTNT
+$6.52M
5
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$5.93M

Sector Composition

1 Technology 16.4%
2 Healthcare 6.92%
3 Consumer Discretionary 6.8%
4 Financials 6.31%
5 Communication Services 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
– –
-22,590
1427
– –
-3,919
1428
– –
-135
1429
– –
-686
1430
– –
-36,901
1431
– –
-7,859
1432
– –
-7,290
1433
– –
-2,140
1434
– –
-9,941
1435
– –
-3
1436
– –
-5,956
1437
– –
-13,260
1438
– –
-4,088
1439
– –
-1,923
1440
– –
-10,335
1441
– –
-8,521
1442
– –
-8,260
1443
– –
-5,111
1444
– –
-12,300
1445
– –
-21,700
1446
– –
-1
1447
– –
-2,986
1448
– –
-12,452
1449
– –
-2,860
1450
– –
-11,000
56 57
58
59 60