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
551
$1.04M 0.02%
386
-36
552
$1.04M 0.02%
20,699
-4,551
553
$1.03M 0.02%
8,504
-2,562
554
$1.03M 0.02%
6,265
+20
555
$1.03M 0.02%
57,738
-2,148
556
$1.03M 0.02%
1,930
+85
557
$1.02M 0.02%
15,347
-787
558
$1.02M 0.02%
11,524
-270
559
$1.02M 0.02%
+15,247
560
$1.02M 0.02%
6,890
+170
561
$1.02M 0.02%
68,590
+9,719
562
$1.01M 0.02%
48,088
-300
563
$1.01M 0.02%
3,148
+341
564
$1.01M 0.02%
46,009
+8,437
565
$1M 0.02%
8,255
+676
566
$1M 0.02%
22,370
+3,616
567
$999K 0.02%
13,214
-4,424
568
$996K 0.02%
60,030
+1,029
569
$994K 0.02%
44,451
-6,954
570
$991K 0.02%
10,794
+334
571
$990K 0.02%
18,996
+4,878
572
$990K 0.02%
119,805
+3,070
573
$989K 0.02%
5,907
-132
574
$988K 0.02%
79,331
+861
575
$988K 0.02%
12,981
-4,012
21 22
23
24 25