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
251
$3.27M 0.07%
45,797
+19,811
252
$3.25M 0.07%
85,415
+25,494
253
$3.25M 0.07%
12,246
+295
254
$3.24M 0.07%
29,724
+25,138
255
$3.22M 0.07%
8,448
+764
256
$3.21M 0.07%
78,373
+15,421
257
$3.2M 0.07%
36,087
+2,443
258
$3.2M 0.07%
45,792
+40,677
259
$3.19M 0.07%
17,050
-847
260
$3.19M 0.07%
103,208
-2,946
261
$3.19M 0.07%
35,293
-4,389
262
$3.18M 0.07%
121,440
+3,312
263
$3.18M 0.07%
20,390
-3,180
264
$3.18M 0.07%
25,928
-290
265
$3.17M 0.07%
38,298
-7,004
266
$3.17M 0.07%
32,406
-10,223
267
$3.17M 0.07%
183,982
-22,587
268
$3.16M 0.07%
16,984
+1,395
269
$3.15M 0.07%
48,396
+5,523
270
$3.13M 0.07%
132,422
+4,624
271
$3.12M 0.07%
50,584
-890
272
$3.09M 0.07%
108,908
+3,290
273
$3.06M 0.07%
172,561
+79
274
$3.05M 0.07%
19,293
-598
275
$3.02M 0.07%
42,198
+23,037
9 10
11
12 13