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
926
$435K 0.01%
28,618
-1,966
927
$434K 0.01%
+3,303
928
$434K 0.01%
5,773
-413
929
$433K 0.01%
25,950
+160
930
$433K 0.01%
7,674
-4,268
931
$433K 0.01%
7,910
+3,009
932
$432K 0.01%
534
+213
933
$430K 0.01%
14,622
+260
934
$428K 0.01%
16,265
+593
935
$427K 0.01%
2,158
-1,838
936
$426K 0.01%
3,807
-501
937
$426K 0.01%
2,897
-150
938
$426K 0.01%
+8,105
939
$426K 0.01%
3,537
-469
940
$426K 0.01%
+13,230
941
$426K 0.01%
16,916
-4,881
942
$425K 0.01%
1,835
-15
943
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10,307
-258
944
$425K 0.01%
18,884
-1,000
945
$422K 0.01%
20,324
+1,992
946
$421K 0.01%
+4,968
947
$421K 0.01%
22,787
+2,040
948
$419K 0.01%
41,944
-3,058
949
$418K 0.01%
8,784
+192
950
$416K 0.01%
+3,041
36 37
38
39 40