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
526
$1.12M 0.03%
+216,216
527
$1.12M 0.03%
18,723
+6,915
528
$1.12M 0.03%
74,003
-2,541
529
$1.11M 0.03%
+42,739
530
$1.11M 0.03%
41,728
-4,652
531
$1.11M 0.02%
17,772
-1,914
532
$1.11M 0.02%
6,745
-978
533
$1.11M 0.02%
24,809
+11,115
534
$1.11M 0.02%
22,199
+1,555
535
$1.1M 0.02%
21,300
-800
536
$1.1M 0.02%
28,236
-343
537
$1.1M 0.02%
+35,080
538
$1.09M 0.02%
27,598
-11,466
539
$1.09M 0.02%
7,564
-533
540
$1.09M 0.02%
3,822
-292
541
$1.09M 0.02%
22,908
-22,874
542
$1.08M 0.02%
18,782
-26,274
543
$1.08M 0.02%
57,549
-17,611
544
$1.08M 0.02%
+4,195
545
$1.06M 0.02%
8,776
-3,208
546
$1.06M 0.02%
16,285
-3,029
547
$1.06M 0.02%
22,551
-70
548
$1.05M 0.02%
19,942
+2,236
549
$1.05M 0.02%
14,366
-208
550
$1.05M 0.02%
20,624
+86
20 21
22
23 24