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
851
$503K 0.01%
21,786
-3,572
852
$503K 0.01%
+2,662
853
$500K 0.01%
4,435
-561
854
$500K 0.01%
6,403
-38
855
$500K 0.01%
3,747
+406
856
$499K 0.01%
27,638
-719
857
$499K 0.01%
8,794
-492
858
$498K 0.01%
+10,076
859
$497K 0.01%
14,662
+9,601
860
$494K 0.01%
10,507
-3,661
861
$493K 0.01%
8,412
-699
862
$492K 0.01%
5,353
863
$491K 0.01%
4,846
+830
864
$491K 0.01%
3,364
+186
865
$490K 0.01%
10,886
866
$490K 0.01%
2,650
-4,066
867
$488K 0.01%
12,184
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868
$488K 0.01%
+14,923
869
$485K 0.01%
15,749
870
$485K 0.01%
54,700
-1,250
871
$484K 0.01%
+11,681
872
$483K 0.01%
16,743
+151
873
$483K 0.01%
7,796
+2,098
874
$482K 0.01%
20,868
+8
875
$479K 0.01%
+14,117
33 34
35
36 37