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
176
$4.03M 0.13%
397,328
+5,828
177
$3.97M 0.13%
293,302
+55
178
$3.96M 0.13%
101,141
+8,796
179
$3.94M 0.13%
38,606
+2,902
180
$3.92M 0.12%
16,625
-1,321
181
$3.91M 0.12%
44,728
-1,571
182
$3.9M 0.12%
33,958
-26,352
183
$3.86M 0.12%
64,250
+24,748
184
$3.83M 0.12%
228,711
-1,266
185
$3.81M 0.12%
+17,205
186
$3.81M 0.12%
95,584
+164
187
$3.79M 0.12%
28,520
-5,075
188
$3.77M 0.12%
14,626
+534
189
$3.74M 0.12%
56,156
+1,108
190
$3.72M 0.12%
19,350
-157
191
$3.69M 0.12%
5,245
-42
192
$3.69M 0.12%
5,931
+436
193
$3.66M 0.12%
35,780
-47,756
194
$3.65M 0.12%
4,338
+473
195
$3.64M 0.12%
20,289
+2,283
196
$3.64M 0.12%
17,273
-2,951
197
$3.61M 0.11%
30,723
+1,525
198
$3.6M 0.11%
162,670
-5,030
199
$3.59M 0.11%
21,591
-81
200
$3.59M 0.11%
17,694
-1,714
6 7
8
9 10