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
326
$2.34M 0.05%
+77,700
327
$2.33M 0.05%
16,843
+183
328
$2.33M 0.05%
6,807
-162
329
$2.32M 0.05%
44,877
+4,819
330
$2.32M 0.05%
40,274
+31,734
331
$2.32M 0.05%
138,190
+63,860
332
$2.3M 0.05%
45,877
+6,042
333
$2.29M 0.05%
48,255
-1,742
334
$2.28M 0.05%
80,105
-480
335
$2.27M 0.05%
15,234
-660
336
$2.27M 0.05%
133,217
-49,439
337
$2.27M 0.05%
23,871
-6,432
338
$2.27M 0.05%
66,693
+1,948
339
$2.27M 0.05%
89,262
+39,782
340
$2.26M 0.05%
11,170
+584
341
$2.25M 0.05%
13,245
-7
342
$2.25M 0.05%
31,796
-401
343
$2.24M 0.05%
41,493
+29,159
344
$2.23M 0.05%
55,778
+2,498
345
$2.23M 0.05%
9,812
-916
346
$2.22M 0.05%
59,886
-3,189
347
$2.22M 0.05%
11,468
-1,190
348
$2.21M 0.05%
12,579
+5,015
349
$2.21M 0.05%
9,389
-531
350
$2.21M 0.05%
12,014
+137
12 13
14
15 16