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
1076
$327K 0.01%
3,573
+39
1077
$327K 0.01%
11,176
-4,003
1078
$326K 0.01%
4,545
-223
1079
$325K 0.01%
2,967
+864
1080
$324K 0.01%
5,582
-2,400
1081
$321K 0.01%
13,288
-9
1082
$320K 0.01%
14,722
-3,705
1083
$320K 0.01%
4,745
-527
1084
$320K 0.01%
+6,950
1085
$319K 0.01%
+5,526
1086
$319K 0.01%
30,681
-2,675
1087
$318K 0.01%
35,208
-1,133
1088
$318K 0.01%
13,114
-397
1089
$318K 0.01%
4,689
-285
1090
$317K 0.01%
2,618
+118
1091
$317K 0.01%
14,409
-400
1092
$317K 0.01%
13,773
-1,537
1093
$316K 0.01%
40,310
+3,949
1094
$316K 0.01%
2,885
-379
1095
$316K 0.01%
3,177
-806
1096
$315K 0.01%
3,227
-799
1097
$315K 0.01%
7,832
-172
1098
$314K 0.01%
5,213
-60
1099
$314K 0.01%
+12,299
1100
$314K 0.01%
7,367
-836
42 43
44
45 46