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
776
$598K 0.01%
12,036
-68
777
$595K 0.01%
7,002
-1,153
778
$595K 0.01%
11,742
-379
779
$593K 0.01%
86,681
+68,952
780
$590K 0.01%
23,465
781
$590K 0.01%
17,135
-418
782
$590K 0.01%
12,569
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783
$589K 0.01%
18,688
-630
784
$582K 0.01%
7,796
-419
785
$581K 0.01%
3,464
+1,374
786
$579K 0.01%
59,978
+9,033
787
$579K 0.01%
9,104
-595
788
$575K 0.01%
48,839
-2,458
789
$574K 0.01%
11,914
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790
$574K 0.01%
28,881
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$572K 0.01%
3,560
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5,387
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793
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794
$566K 0.01%
17,857
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795
$564K 0.01%
13,103
+6,797
796
$559K 0.01%
5,056
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797
$558K 0.01%
11,689
+777
798
$556K 0.01%
90,039
+16,029
799
$554K 0.01%
1,924
-153
800
$554K 0.01%
17,931
+9,324
30 31
32
33 34