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
576
$982K 0.02%
3,237
+853
577
$981K 0.02%
12,015
+9,509
578
$978K 0.02%
19,498
-303
579
$975K 0.02%
8,739
+2,032
580
$971K 0.02%
3,302
+235
581
$968K 0.02%
31,661
+1,241
582
$967K 0.02%
32,786
+25,676
583
$967K 0.02%
23,331
-557
584
$966K 0.02%
7,297
-3,743
585
$963K 0.02%
20,207
+1,051
586
$962K 0.02%
69,800
-6,000
587
$961K 0.02%
29,563
-130
588
$960K 0.02%
45,425
+1,169
589
$956K 0.02%
13,133
+43
590
$953K 0.02%
4,168
-32
591
$951K 0.02%
35,854
592
$936K 0.02%
15,928
+9,106
593
$933K 0.02%
3,155
-10,293
594
$931K 0.02%
+17,738
595
$917K 0.02%
59,513
-13,987
596
$917K 0.02%
97,990
+14,640
597
$913K 0.02%
14,971
+2,284
598
$911K 0.02%
85,927
-8,988
599
$910K 0.02%
16,670
-4,401
600
$906K 0.02%
13,880
+8,949
22 23
24
25 26