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
601
$899K 0.02%
13,124
-1,688
602
$898K 0.02%
16,668
-447
603
$894K 0.02%
15,567
-524
604
$890K 0.02%
2,283
+125
605
$888K 0.02%
3,485
-853
606
$885K 0.02%
+4,827
607
$884K 0.02%
28,773
608
$883K 0.02%
21,685
-55
609
$881K 0.02%
26,946
610
$879K 0.02%
16,745
+198
611
$878K 0.02%
741
-363
612
$876K 0.02%
18,751
+357
613
$873K 0.02%
17,930
-110
614
$872K 0.02%
8,046
-291
615
$867K 0.02%
36,716
-233
616
$863K 0.02%
54,252
-5,936
617
$862K 0.02%
4,361
+555
618
$860K 0.02%
47,559
-8,008
619
$851K 0.02%
26,903
+2,250
620
$850K 0.02%
16,630
-5,280
621
$848K 0.02%
4,530
+83
622
$844K 0.02%
56,970
+41,276
623
$843K 0.02%
42,903
+791
624
$842K 0.02%
5,718
-10
625
$840K 0.02%
8,061
-161
23 24
25
26 27