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
426
$1.63M 0.04%
3,355
+130
427
$1.62M 0.04%
8,912
+2,185
428
$1.61M 0.04%
14,183
-391
429
$1.61M 0.04%
42,776
-8,509
430
$1.61M 0.04%
12,786
-649
431
$1.61M 0.04%
71,114
+35,946
432
$1.6M 0.04%
25,417
-4,745
433
$1.59M 0.04%
3,474
-555
434
$1.59M 0.04%
79,996
-1,492
435
$1.58M 0.04%
41,052
+631
436
$1.58M 0.04%
21,800
-813
437
$1.57M 0.04%
18,372
-20,333
438
$1.57M 0.04%
31,765
-5,508
439
$1.56M 0.04%
77,134
+44,276
440
$1.55M 0.03%
46,198
+24,690
441
$1.54M 0.03%
6,348
-1,021
442
$1.54M 0.03%
33,660
+7,900
443
$1.53M 0.03%
48,080
+3,665
444
$1.53M 0.03%
12,030
-866
445
$1.52M 0.03%
16,209
+175
446
$1.52M 0.03%
14,729
-15,617
447
$1.51M 0.03%
44,668
+33,718
448
$1.5M 0.03%
141,185
-6,592
449
$1.5M 0.03%
13,842
+105
450
$1.5M 0.03%
11,854
-1,815
16 17
18
19 20