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
651
$793K 0.02%
+17,342
652
$792K 0.02%
9,415
-114
653
$792K 0.02%
64,861
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48,781
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655
$789K 0.02%
3,512
-1,074
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113,089
-22,600
657
$787K 0.02%
998
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658
$787K 0.02%
414,000
+263,000
659
$786K 0.02%
39,094
-1,151
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$783K 0.02%
1,560
-67
661
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18,984
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662
$782K 0.02%
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-237
663
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16,721
-6,876
664
$778K 0.02%
21,916
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665
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18,799
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666
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16,584
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669
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4,588
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670
$764K 0.02%
45,178
-4,300
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$757K 0.02%
3,801
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$755K 0.02%
39,357
-1,227
673
$751K 0.02%
23,510
+453
674
$751K 0.02%
22,763
-27,660
675
$750K 0.02%
15,054
-4,429
25 26
27
28 29