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
1151
$284K 0.01%
5,356
-7,829
1152
$284K 0.01%
4,906
1153
$284K 0.01%
5,031
+116
1154
$283K 0.01%
+8,883
1155
$283K 0.01%
1,370
+18
1156
$280K 0.01%
22,689
+7,250
1157
$280K 0.01%
+9,381
1158
$280K 0.01%
29,129
+920
1159
$280K 0.01%
19,891
+1,279
1160
$279K 0.01%
3,143
-100
1161
$278K 0.01%
+2,147
1162
$277K 0.01%
591
-179
1163
$277K 0.01%
25,499
+137
1164
$277K 0.01%
1,040
+233
1165
$277K 0.01%
47,759
-26,098
1166
$276K 0.01%
8,666
+451
1167
$276K 0.01%
8,289
-50
1168
$276K 0.01%
24,378
-64
1169
$276K 0.01%
2,700
-438
1170
$275K 0.01%
11,600
-1,340
1171
$274K 0.01%
15,294
-1,109
1172
$274K 0.01%
8,924
-1,321
1173
$273K 0.01%
22,955
+151
1174
$272K 0.01%
16,567
+2,287
1175
$272K 0.01%
4,204
+208
45 46
47
48 49