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
51
$17.7M 0.4%
155,480
+82,270
52
$17.1M 0.38%
247,449
+161,725
53
$17M 0.38%
1,245,894
-243,142
54
$16.3M 0.36%
31,131
-2,328
55
$15.9M 0.36%
466,993
+329,017
56
$15.9M 0.36%
303,351
-9,810
57
$15.4M 0.35%
733,871
-62,717
58
$15.4M 0.35%
312,854
-12,914
59
$15.4M 0.35%
28,582
-4,831
60
$15.3M 0.34%
299,674
-34,615
61
$15.1M 0.34%
215,855
+67,790
62
$15.1M 0.34%
38,373
-3,387
63
$15M 0.34%
80,918
+7,601
64
$14.9M 0.33%
200,841
-8,197
65
$14.4M 0.32%
32,611
-4,187
66
$14.2M 0.32%
219,980
-2,160
67
$14.2M 0.32%
68,239
-4,093
68
$14.1M 0.32%
81,161
+61,082
69
$13.3M 0.3%
67,044
-9,843
70
$13.1M 0.29%
268,180
-21,488
71
$13.1M 0.29%
351,881
-24,797
72
$13M 0.29%
97,261
+507
73
$12.4M 0.28%
97,278
+1,324
74
$12.4M 0.28%
56,413
-1,872
75
$12.4M 0.28%
253,485
+4,537
1 2
3
4 5