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
$4.46B
AUM Growth
+$704M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,692
New
Increased
Reduced
Closed

Top Buys

1
+$93.8M
2
+$48.1M
3
+$43.6M
4
CVX icon
Chevron
CVX
+$34.9M
5
AZO icon
AutoZone
AZO
+$30.6M

Top Sells

1
+$11.2M
2
+$10.6M
3
+$9.02M
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$8.86M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8.38M

Sector Composition

1 Technology 16.35%
2 Healthcare 7.48%
3 Financials 7.43%
4 Consumer Discretionary 7.33%
5 Industrials 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4M 0.09%
165,216
+9,021
227
$3.95M 0.09%
21,652
-5,369
228
$3.95M 0.09%
118,074
-41,177
229
$3.89M 0.09%
80,502
-8,618
230
$3.88M 0.09%
114,245
+108
231
$3.88M 0.09%
25,309
-311
232
$3.87M 0.09%
353,600
+91,987
233
$3.82M 0.09%
15,360
-267
234
$3.67M 0.08%
15,056
+719
235
$3.64M 0.08%
21,464
-4,729
236
$3.61M 0.08%
60,308
+19,798
237
$3.61M 0.08%
47,480
-11,733
238
$3.6M 0.08%
7,485
-1,301
239
$3.6M 0.08%
10,225
-2
240
$3.57M 0.08%
44,164
+2,990
241
$3.49M 0.08%
36,623
+2,872
242
$3.48M 0.08%
67,759
-22,396
243
$3.45M 0.08%
16,760
+1,985
244
$3.44M 0.08%
39,787
-1,656
245
$3.34M 0.07%
51,031
+1,030
246
$3.33M 0.07%
78,554
-6,691
247
$3.33M 0.07%
35,310
+3,260
248
$3.31M 0.07%
13,486
+35
249
$3.28M 0.07%
44,788
-3,989
250
$3.28M 0.07%
20,979
-762
8 9
10
11 12