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
76
$12.3M 0.28%
53,741
-7,238
77
$12.1M 0.27%
91,321
-7,750
78
$12.1M 0.27%
328,774
-19,825
79
$11.9M 0.27%
123,536
-12,969
80
$11.9M 0.27%
146,101
-4,981
81
$11.8M 0.27%
156,608
-17,494
82
$11.8M 0.26%
289,549
-16,125
83
$11.5M 0.26%
117,772
+13,102
84
$11.1M 0.25%
114,281
-2,350
85
$10.8M 0.24%
48,943
+20,411
86
$10.8M 0.24%
145,031
-15,211
87
$10.5M 0.24%
227,931
+164,251
88
$9.98M 0.22%
282,715
+236,193
89
$9.83M 0.22%
189,925
+5,010
90
$9.82M 0.22%
90,202
-3,525
91
$9.66M 0.22%
33,574
+74
92
$9.65M 0.22%
309,285
-49,474
93
$9.64M 0.22%
103,335
+2,863
94
$9.57M 0.21%
753,904
+66,204
95
$9.35M 0.21%
186,980
+29,514
96
$9.19M 0.21%
229,233
-29,504
97
$9.13M 0.2%
52,522
-15,981
98
$9.12M 0.2%
99,523
-8,437
99
$9.08M 0.2%
684,060
+11,317
100
$9.01M 0.2%
62,368
+49,245
2 3
4
5 6