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
276
$2.96M 0.07%
37,410
+478
277
$2.95M 0.07%
37,582
+4,775
278
$2.93M 0.07%
36,180
-103,312
279
$2.93M 0.07%
11,019
+282
280
$2.93M 0.07%
19,954
+3,967
281
$2.91M 0.07%
27,003
-27,117
282
$2.89M 0.06%
20,780
-1,436
283
$2.87M 0.06%
104,868
+3
284
$2.85M 0.06%
25,929
+1,211
285
$2.83M 0.06%
28,024
+1,833
286
$2.82M 0.06%
20,310
+9,208
287
$2.8M 0.06%
65,500
+19,400
288
$2.8M 0.06%
88,728
-118,147
289
$2.78M 0.06%
34,376
-6,563
290
$2.75M 0.06%
42,629
+4,209
291
$2.75M 0.06%
184,035
-1,383
292
$2.74M 0.06%
5,933
+282
293
$2.73M 0.06%
10,862
+756
294
$2.71M 0.06%
236,940
+9,945
295
$2.71M 0.06%
7,163
+4,497
296
$2.71M 0.06%
15,709
-1,734
297
$2.66M 0.06%
5,546
-2,197
298
$2.66M 0.06%
141,311
-4,856
299
$2.64M 0.06%
132,792
+390
300
$2.63M 0.06%
41,965
+334
10 11
12
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