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
351
$2.2M 0.05%
38,448
-4,455
352
$2.2M 0.05%
10,016
+60
353
$2.2M 0.05%
10,744
+1,642
354
$2.16M 0.05%
141,135
-11,351
355
$2.15M 0.05%
12,372
+166
356
$2.14M 0.05%
31,858
-5,780
357
$2.13M 0.05%
172,575
-30,933
358
$2.13M 0.05%
18,763
-623
359
$2.13M 0.05%
8,636
+41
360
$2.11M 0.05%
10,262
+373
361
$2.11M 0.05%
72,217
+25,755
362
$2.09M 0.05%
22,163
+910
363
$2.08M 0.05%
13,645
+65
364
$2.08M 0.05%
10,518
-542
365
$2.06M 0.05%
+7,218
366
$2.05M 0.05%
145,719
+6,698
367
$2.05M 0.05%
50,552
+5,268
368
$2.03M 0.05%
43,163
-18,177
369
$2.03M 0.05%
16,541
+208
370
$2.02M 0.05%
45,373
+27,207
371
$2.02M 0.05%
20,538
-482
372
$2.01M 0.05%
23,820
+13,343
373
$1.99M 0.04%
+58,430
374
$1.99M 0.04%
22,719
-1,302
375
$1.98M 0.04%
25,972
-1,307
13 14
15
16 17