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
26
$26.3M 0.59%
107,001
+67,639
27
$26.2M 0.59%
473,121
+27,401
28
$25.7M 0.58%
269,321
-9,718
29
$25.2M 0.56%
210,590
-2,892
30
$24.8M 0.56%
163,733
-16,196
31
$24.7M 0.55%
149,303
-9,371
32
$24.3M 0.55%
50,621
+2,215
33
$24M 0.54%
198,532
-18,357
34
$23.3M 0.52%
268,850
-17,570
35
$23.3M 0.52%
81,745
-2,225
36
$23.1M 0.52%
159,130
-7,294
37
$22.6M 0.51%
2,417,396
+2,098,230
38
$22.6M 0.51%
95,121
-4,719
39
$22.5M 0.51%
167,064
-15,708
40
$22.2M 0.5%
99,788
+62,634
41
$22.1M 0.49%
202,332
+143,082
42
$21.9M 0.49%
832,435
+13,010
43
$20.9M 0.47%
128,275
-24,636
44
$20.2M 0.45%
39
+38
45
$19.9M 0.45%
49,158
+28,633
46
$19.8M 0.44%
42,142
-3,558
47
$19.6M 0.44%
169,094
-9,208
48
$19.3M 0.43%
143,411
+6,162
49
$19.1M 0.43%
252,552
-22,974
50
$17.9M 0.4%
60,134
-4,599
1
2
3 4 5