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
951
$415K 0.01%
4,755
+506
952
$414K 0.01%
8,659
+1,686
953
$413K 0.01%
26,729
-2,745
954
$413K 0.01%
11,505
-671
955
$413K 0.01%
+38,521
956
$412K 0.01%
9,593
+4,429
957
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+4,384
958
$412K 0.01%
8,277
-654
959
$411K 0.01%
8,737
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960
$411K 0.01%
2,469
-1,501
961
$411K 0.01%
16,555
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962
$410K 0.01%
6,145
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963
$407K 0.01%
+23,405
964
$407K 0.01%
13,857
-50
965
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21,157
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966
$406K 0.01%
15,290
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18,091
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968
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7,363
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970
$401K 0.01%
1,072
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971
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78,679
-1,500
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$401K 0.01%
24,590
-6,393
973
$400K 0.01%
4,450
+92
974
$398K 0.01%
+6,873
975
$397K 0.01%
66,000
-4,000
37 38
39
40 41