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
626
$837K 0.02%
33,329
-2,337
627
$837K 0.02%
+13,122
628
$835K 0.02%
8,476
-213
629
$835K 0.02%
22,329
-493
630
$835K 0.02%
66,416
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631
$830K 0.02%
12,441
+2,371
632
$827K 0.02%
+22,049
633
$824K 0.02%
12,954
-5,776
634
$824K 0.02%
2,823
-154
635
$818K 0.02%
19,260
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636
$814K 0.02%
7,262
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637
$814K 0.02%
43,952
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638
$812K 0.02%
126,575
-4,825
639
$809K 0.02%
1,806
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640
$807K 0.02%
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641
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79,885
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642
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69,674
643
$801K 0.02%
3,208
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644
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646
$799K 0.02%
6,951
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647
$799K 0.02%
14,526
-1,404
648
$796K 0.02%
14,712
-1,533
649
$794K 0.02%
212,396
-3,587
650
$794K 0.02%
13,854
-5,117
24 25
26
27 28