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
726
$677K 0.02%
+17,241
727
$676K 0.02%
1,645
+188
728
$674K 0.02%
754
+101
729
$673K 0.02%
+4,839
730
$673K 0.02%
14,010
-1,430
731
$673K 0.02%
37,355
-2,010
732
$671K 0.02%
8,070
-1,542
733
$671K 0.02%
+30,989
734
$668K 0.02%
65,778
+17,103
735
$668K 0.02%
3,840
-5,100
736
$667K 0.02%
6,095
+179
737
$665K 0.01%
+40,001
738
$664K 0.01%
2,763
+1,431
739
$664K 0.01%
14,556
-5,189
740
$662K 0.01%
+118,825
741
$661K 0.01%
8,142
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742
$656K 0.01%
21,796
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743
$651K 0.01%
17,053
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744
$651K 0.01%
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745
$648K 0.01%
5,237
-387
746
$643K 0.01%
11,465
+665
747
$640K 0.01%
5,481
-80
748
$637K 0.01%
11,775
+202
749
$635K 0.01%
4,022
+28
750
$635K 0.01%
8,951
-528
28 29
30
31 32