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
901
$450K 0.01%
66,529
+514
902
$450K 0.01%
94,340
+2,408
903
$450K 0.01%
7,605
-1,672
904
$449K 0.01%
8,830
-18,803
905
$449K 0.01%
5,090
-4,065
906
$449K 0.01%
27,210
+2,826
907
$448K 0.01%
+20,577
908
$447K 0.01%
29,531
+18,850
909
$446K 0.01%
11,063
-663
910
$445K 0.01%
5,247
+917
911
$445K 0.01%
+4,600
912
$443K 0.01%
39,490
-675
913
$442K 0.01%
5,017
+250
914
$442K 0.01%
+10,641
915
$441K 0.01%
1,967
+241
916
$441K 0.01%
56,188
+10,550
917
$440K 0.01%
40,455
-3,461
918
$439K 0.01%
80,715
+16,623
919
$439K 0.01%
4,305
+2,954
920
$438K 0.01%
+11,266
921
$437K 0.01%
21,700
+1,077
922
$437K 0.01%
3,194
-398
923
$436K 0.01%
4,580
+4,200
924
$435K 0.01%
5,016
-407
925
$435K 0.01%
6,869
+2,361
35 36
37
38 39