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
1026
$355K 0.01%
3,581
-465
1027
$355K 0.01%
9,855
-1,112
1028
$355K 0.01%
6,772
1029
$354K 0.01%
6,882
-1,136
1030
$352K 0.01%
1,946
+232
1031
$351K 0.01%
7,448
-419
1032
$350K 0.01%
2,718
+775
1033
$350K 0.01%
18,796
-1,299
1034
$349K 0.01%
+3,358
1035
$349K 0.01%
9,190
-13,200
1036
$349K 0.01%
2,361
+238
1037
$348K 0.01%
4,273
-1,426
1038
$347K 0.01%
2,463
-88
1039
$347K 0.01%
3,444
-32,868
1040
$347K 0.01%
5,286
-525
1041
$346K 0.01%
+7,739
1042
$346K 0.01%
34,961
+3,327
1043
$346K 0.01%
19,193
-703
1044
$345K 0.01%
6,232
-100
1045
$344K 0.01%
+6,981
1046
$344K 0.01%
4,834
+1,208
1047
$343K 0.01%
+4,504
1048
$341K 0.01%
3,833
+553
1049
$341K 0.01%
7,390
-440
1050
$341K 0.01%
2,942
+1,205
40 41
42
43 44