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
801
$553K 0.01%
+10,740
802
$552K 0.01%
+16,713
803
$550K 0.01%
5,744
+609
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$550K 0.01%
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+116
805
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16,125
-47,015
806
$547K 0.01%
8,766
807
$544K 0.01%
+6,531
808
$544K 0.01%
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16,714
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810
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14,892
-35
811
$541K 0.01%
3,698
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17,237
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813
$540K 0.01%
9,977
-7,437
814
$539K 0.01%
18,485
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815
$538K 0.01%
2,932
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816
$538K 0.01%
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817
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818
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23,963
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$533K 0.01%
4,637
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821
$530K 0.01%
6,664
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822
$529K 0.01%
17,980
+810
823
$528K 0.01%
9,044
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824
$528K 0.01%
1,213
-37
825
$526K 0.01%
2,504
+1,497
31 32
33
34 35