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
501
$1.22M 0.03%
130,083
+12,039
502
$1.21M 0.03%
14,961
+358
503
$1.21M 0.03%
3,640
+37
504
$1.21M 0.03%
65,877
+844
505
$1.21M 0.03%
10,773
+367
506
$1.2M 0.03%
15,685
-5,128
507
$1.2M 0.03%
10,531
+1,141
508
$1.2M 0.03%
33,545
-9,828
509
$1.19M 0.03%
35,496
-7,455
510
$1.18M 0.03%
20,028
+1,031
511
$1.18M 0.03%
25,813
-585
512
$1.16M 0.03%
9,605
+6,156
513
$1.16M 0.03%
8,300
-1,719
514
$1.15M 0.03%
3,022
+209
515
$1.15M 0.03%
26,045
-1,380
516
$1.15M 0.03%
39,952
+489
517
$1.15M 0.03%
5,847
-472
518
$1.14M 0.03%
45,268
+226
519
$1.14M 0.03%
136,665
-13,439
520
$1.14M 0.03%
6,690
-2,062
521
$1.13M 0.03%
24,730
+19,782
522
$1.13M 0.03%
17,577
+2,094
523
$1.13M 0.03%
73,387
-583
524
$1.12M 0.03%
47,499
+270
525
$1.12M 0.03%
24,451
-3,253
19 20
21
22 23