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
376
$1.98M 0.04%
165,762
+49,977
377
$1.97M 0.04%
4,414
-1,576
378
$1.95M 0.04%
30,645
-2,505
379
$1.95M 0.04%
22,076
+2,738
380
$1.95M 0.04%
69,365
+2,673
381
$1.93M 0.04%
49,216
+1,951
382
$1.92M 0.04%
14,583
-3,636
383
$1.91M 0.04%
37,618
+1,330
384
$1.9M 0.04%
90,834
-7,933
385
$1.88M 0.04%
3,995
-700
386
$1.86M 0.04%
20,175
-1,795
387
$1.85M 0.04%
103,653
+1,500
388
$1.85M 0.04%
30,901
-8,163
389
$1.84M 0.04%
47,003
+19
390
$1.83M 0.04%
18,983
-9,500
391
$1.83M 0.04%
27,426
+6,651
392
$1.83M 0.04%
107,005
+18,729
393
$1.81M 0.04%
54,618
+39,702
394
$1.8M 0.04%
29,132
-5,448
395
$1.79M 0.04%
226,618
-14,630
396
$1.79M 0.04%
4,190
+5
397
$1.79M 0.04%
44,770
-973
398
$1.79M 0.04%
28,702
+1,242
399
$1.79M 0.04%
17,919
-1,186
400
$1.78M 0.04%
4,062
+2,646
14 15
16
17 18