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
1051
$340K 0.01%
1,650
-1,206
1052
$339K 0.01%
70,010
1053
$339K 0.01%
34,976
-10,450
1054
$338K 0.01%
23,950
1055
$338K 0.01%
8,217
+919
1056
$337K 0.01%
12,410
-457
1057
$337K 0.01%
20,756
-12
1058
$336K 0.01%
5,384
+244
1059
$336K 0.01%
950
+234
1060
$336K 0.01%
3,034
+287
1061
$335K 0.01%
3,372
+5
1062
$335K 0.01%
1,422
+79
1063
$334K 0.01%
+7,109
1064
$332K 0.01%
6,056
+1,089
1065
$332K 0.01%
+38,594
1066
$331K 0.01%
2,224
-155
1067
$330K 0.01%
3,912
-99
1068
$330K 0.01%
3,165
+137
1069
$330K 0.01%
3,945
-960
1070
$330K 0.01%
5,928
-320
1071
$329K 0.01%
3,002
-435
1072
$329K 0.01%
+7,534
1073
$328K 0.01%
28,869
-10,328
1074
$328K 0.01%
9,201
+1,834
1075
$328K 0.01%
1,310
-151
41 42
43
44 45