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
1001
$377K 0.01%
17,124
+1,001
1002
$377K 0.01%
24,165
+12
1003
$377K 0.01%
5,366
-100
1004
$375K 0.01%
63,990
+1,000
1005
$375K 0.01%
7,669
-72
1006
$374K 0.01%
3,289
+398
1007
$374K 0.01%
11,023
1008
$373K 0.01%
9,021
-222
1009
$373K 0.01%
68,935
-4,740
1010
$372K 0.01%
16,370
-1,252
1011
$371K 0.01%
3,336
-629
1012
$371K 0.01%
8,252
-2,590
1013
$371K 0.01%
104,859
-9,667
1014
$370K 0.01%
988
+165
1015
$370K 0.01%
5,233
-29
1016
$369K 0.01%
6,439
-456
1017
$368K 0.01%
8,203
+12
1018
$367K 0.01%
3,916
-213
1019
$367K 0.01%
+36,138
1020
$366K 0.01%
29,155
+500
1021
$366K 0.01%
14,366
-225
1022
$364K 0.01%
38,159
+1,842
1023
$362K 0.01%
30,873
-11,953
1024
$362K 0.01%
+5,209
1025
$361K 0.01%
2,568
+1,069
39 40
41
42 43