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
976
$397K 0.01%
3,367
+112
977
$397K 0.01%
3,871
-2,468
978
$396K 0.01%
8,585
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979
$395K 0.01%
10,981
-233
980
$393K 0.01%
+12,015
981
$393K 0.01%
9,102
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982
$392K 0.01%
16,233
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983
$391K 0.01%
32,043
-7,129
984
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3,246
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$390K 0.01%
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986
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987
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1,251
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988
$389K 0.01%
+3,882
989
$389K 0.01%
5,296
+1,250
990
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991
$388K 0.01%
131,949
-11,843
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993
$386K 0.01%
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994
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$385K 0.01%
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$383K 0.01%
1,703
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997
$381K 0.01%
21,908
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998
$380K 0.01%
+15,761
999
$380K 0.01%
5,509
+1,099
1000
$379K 0.01%
7,945
+200
38 39
40
41 42