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
876
$479K 0.01%
4,468
-342
877
$477K 0.01%
1,719
-32
878
$476K 0.01%
14,133
-915
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$476K 0.01%
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880
$474K 0.01%
46,478
-9,376
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$473K 0.01%
5,313
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882
$471K 0.01%
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883
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7,844
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884
$471K 0.01%
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885
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16,689
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32,533
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887
$467K 0.01%
17,397
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$465K 0.01%
30,487
+2,206
889
$464K 0.01%
4,184
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890
$462K 0.01%
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891
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894
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1,328
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895
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45,976
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$458K 0.01%
5,355
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$456K 0.01%
16,990
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898
$455K 0.01%
5,542
-1,072
899
$454K 0.01%
159,947
+62,731
900
$452K 0.01%
11,590
-5,000
34 35
36
37 38