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
301
$2.61M 0.06%
59,154
+15,203
302
$2.61M 0.06%
3,332
+59
303
$2.6M 0.06%
32,043
-3,076
304
$2.59M 0.06%
23,999
-4,402
305
$2.58M 0.06%
41,040
+2,066
306
$2.58M 0.06%
33,376
-1,475
307
$2.56M 0.06%
34,529
-667
308
$2.55M 0.06%
83,938
+19,961
309
$2.54M 0.06%
50,530
+3,246
310
$2.51M 0.06%
17,484
-573
311
$2.48M 0.06%
131,034
-17,247
312
$2.46M 0.06%
21,081
-2,998
313
$2.45M 0.06%
46,167
-4,697
314
$2.44M 0.05%
53,887
-793
315
$2.44M 0.05%
69,650
+30,233
316
$2.43M 0.05%
31,564
+1,379
317
$2.43M 0.05%
15,263
+5,868
318
$2.42M 0.05%
151,542
-47,393
319
$2.38M 0.05%
57,584
+3,947
320
$2.38M 0.05%
32,444
-41,015
321
$2.38M 0.05%
176,337
+44,930
322
$2.36M 0.05%
+165,988
323
$2.36M 0.05%
23,271
-5,192
324
$2.35M 0.05%
3,403
+164
325
$2.35M 0.05%
15,408
+1,192
11 12
13
14 15