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
401
$1.78M 0.04%
51,106
+25,006
402
$1.78M 0.04%
16,457
+1,956
403
$1.78M 0.04%
28,413
+3,798
404
$1.78M 0.04%
4,434
-518
405
$1.76M 0.04%
21,095
-1,115
406
$1.75M 0.04%
44,286
-123
407
$1.74M 0.04%
97,206
-2,906
408
$1.74M 0.04%
8,645
+1,255
409
$1.74M 0.04%
56,833
+45,392
410
$1.73M 0.04%
26,454
-22,302
411
$1.73M 0.04%
14,821
-2,164
412
$1.73M 0.04%
42,456
+5,030
413
$1.71M 0.04%
80,821
+12,578
414
$1.7M 0.04%
23,448
-179
415
$1.68M 0.04%
50,065
-4,854
416
$1.67M 0.04%
27,707
+154
417
$1.66M 0.04%
8,504
+158
418
$1.66M 0.04%
9,587
-424
419
$1.65M 0.04%
14,430
-608
420
$1.65M 0.04%
30,258
+1,010
421
$1.65M 0.04%
75,138
+3,586
422
$1.65M 0.04%
15,388
+4,747
423
$1.64M 0.04%
26,440
-3,628
424
$1.64M 0.04%
7,621
+47
425
$1.63M 0.04%
119,988
-202
15 16
17
18 19