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
701
$705K 0.02%
14,545
-1,590
702
$705K 0.02%
+26,139
703
$703K 0.02%
3,518
+1,437
704
$703K 0.02%
22,919
+274
705
$702K 0.02%
41,441
+27,684
706
$701K 0.02%
7,825
+2,940
707
$701K 0.02%
6,756
+114
708
$701K 0.02%
33,300
-1,622
709
$699K 0.02%
+8,038
710
$699K 0.02%
107,970
-149
711
$698K 0.02%
22,700
+9,050
712
$694K 0.02%
13,568
-1,024
713
$693K 0.02%
134,798
+8,090
714
$692K 0.02%
6,123
+1,025
715
$692K 0.02%
18,018
-285
716
$692K 0.02%
44,231
-1,336
717
$687K 0.02%
5,092
-230
718
$687K 0.02%
30,585
+2,473
719
$686K 0.02%
53,554
+21,435
720
$686K 0.02%
18,193
-1,476
721
$686K 0.02%
7,525
-252
722
$683K 0.02%
16,240
-1,544
723
$679K 0.02%
21,315
-343
724
$679K 0.02%
12,894
+432
725
$677K 0.02%
9,790
+435
27 28
29
30 31