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
476
$1.33M 0.03%
5,947
+403
477
$1.32M 0.03%
21,322
+10,890
478
$1.32M 0.03%
52,142
+2,355
479
$1.32M 0.03%
38,662
-42,585
480
$1.32M 0.03%
69,949
+48,485
481
$1.31M 0.03%
13,464
+8,394
482
$1.31M 0.03%
+44,010
483
$1.31M 0.03%
3,757
+58
484
$1.3M 0.03%
5,559
+676
485
$1.3M 0.03%
130,362
-2,804
486
$1.29M 0.03%
22,866
+4,784
487
$1.29M 0.03%
38,011
+22,658
488
$1.29M 0.03%
14,622
+9,162
489
$1.28M 0.03%
67,266
-661
490
$1.28M 0.03%
66,063
+13,535
491
$1.28M 0.03%
7,632
-263
492
$1.28M 0.03%
25,390
+1,102
493
$1.27M 0.03%
88,551
+3,885
494
$1.26M 0.03%
6,413
-255
495
$1.25M 0.03%
149,995
-35,013
496
$1.25M 0.03%
10,828
-706
497
$1.24M 0.03%
98,534
+152
498
$1.23M 0.03%
9,375
-634
499
$1.23M 0.03%
25,718
+83
500
$1.22M 0.03%
26,754
-147
18 19
20
21 22