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
676
$748K 0.02%
+637
677
$747K 0.02%
14,538
-271
678
$741K 0.02%
17,295
+678
679
$738K 0.02%
9,522
-5,066
680
$738K 0.02%
4,295
+2,625
681
$734K 0.02%
3,541
-120
682
$734K 0.02%
24,000
-994
683
$733K 0.02%
4,332
-1,410
684
$733K 0.02%
20,349
-1,052
685
$729K 0.02%
7,024
-208
686
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5,051
-4,403
687
$725K 0.02%
+44,365
688
$724K 0.02%
27,286
-1,421
689
$724K 0.02%
42,944
+10
690
$724K 0.02%
23,378
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$723K 0.02%
7,544
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692
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69,837
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693
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5,768
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694
$716K 0.02%
9,155
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695
$715K 0.02%
14,143
-2,578
696
$713K 0.02%
28,817
-11,074
697
$711K 0.02%
4,271
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698
$710K 0.02%
11,601
-195
699
$708K 0.02%
+6,085
700
$708K 0.02%
39,919
-2,282
26 27
28
29 30