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
751
$631K 0.01%
3,382
+1,619
752
$631K 0.01%
12,537
+580
753
$628K 0.01%
+5,682
754
$627K 0.01%
43,585
+3,590
755
$627K 0.01%
19,115
-10,875
756
$627K 0.01%
15,740
+650
757
$626K 0.01%
5,565
+2,347
758
$623K 0.01%
3,719
-764
759
$622K 0.01%
2,812
-433
760
$621K 0.01%
1,910
+515
761
$621K 0.01%
14,833
-1,842
762
$621K 0.01%
8,293
+1,307
763
$620K 0.01%
+8,491
764
$618K 0.01%
2,428
-23
765
$617K 0.01%
+9,377
766
$617K 0.01%
15,624
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767
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3,321
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768
$615K 0.01%
3,214
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769
$614K 0.01%
10,970
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770
$613K 0.01%
5,039
-20
771
$613K 0.01%
9,784
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772
$611K 0.01%
12,310
-647
773
$603K 0.01%
3,859
-328
774
$601K 0.01%
6,694
-411
775
$598K 0.01%
7,067
+1,388
29 30
31
32 33