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
826
$526K 0.01%
22,642
+2,037
827
$525K 0.01%
20,695
-511
828
$524K 0.01%
13,190
-4,285
829
$522K 0.01%
18,435
-93
830
$522K 0.01%
2,773
-168
831
$521K 0.01%
6,382
-1,969
832
$519K 0.01%
+20,105
833
$518K 0.01%
56,108
-9,157
834
$518K 0.01%
2,062
-320
835
$517K 0.01%
2,796
-2,170
836
$515K 0.01%
76,182
-13,713
837
$514K 0.01%
5,750
+282
838
$514K 0.01%
2,026
+100
839
$514K 0.01%
28,925
+4,627
840
$513K 0.01%
19,010
-1,821
841
$510K 0.01%
19,990
-1,267
842
$509K 0.01%
15,710
-800
843
$509K 0.01%
+24,556
844
$508K 0.01%
25,077
+417
845
$508K 0.01%
11,651
-1,721
846
$507K 0.01%
3,662
-39
847
$506K 0.01%
99,312
+5,800
848
$505K 0.01%
27,153
+462
849
$504K 0.01%
3,398
-98
850
$503K 0.01%
5,302
+462
32 33
34
35 36