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
451
$1.49M 0.03%
19,906
+10,291
452
$1.49M 0.03%
7,657
+824
453
$1.49M 0.03%
79,612
+11,272
454
$1.49M 0.03%
41,375
-883
455
$1.48M 0.03%
36,046
+128
456
$1.47M 0.03%
19,159
+12,523
457
$1.47M 0.03%
13,795
-258
458
$1.46M 0.03%
15,450
+6,449
459
$1.46M 0.03%
14,452
+28
460
$1.45M 0.03%
15,222
-6,412
461
$1.44M 0.03%
314,600
+304,600
462
$1.4M 0.03%
56,330
+14,360
463
$1.4M 0.03%
70,843
+6,962
464
$1.39M 0.03%
+107,682
465
$1.39M 0.03%
21,703
+6,322
466
$1.38M 0.03%
55,055
-2,233
467
$1.36M 0.03%
11,806
-1,425
468
$1.36M 0.03%
93,174
+46,492
469
$1.36M 0.03%
19,619
-148
470
$1.36M 0.03%
24,180
+907
471
$1.35M 0.03%
25,950
-1,722
472
$1.35M 0.03%
11,523
-462
473
$1.34M 0.03%
11,890
-406
474
$1.33M 0.03%
39,512
+6,655
475
$1.33M 0.03%
8,000
+4,000
17 18
19
20 21