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
1176
$271K 0.01%
3,211
-1,444
1177
$271K 0.01%
4,753
-1,319
1178
$270K 0.01%
+28,581
1179
$270K 0.01%
9,403
-789
1180
$270K 0.01%
9,362
+400
1181
$269K 0.01%
4,447
+207
1182
$269K 0.01%
20,564
1183
$269K 0.01%
22,955
+23
1184
$268K 0.01%
32,121
-1,421
1185
$267K 0.01%
+8,917
1186
$267K 0.01%
+8,500
1187
$267K 0.01%
5,665
1188
$266K 0.01%
+10,125
1189
$266K 0.01%
1,900
1190
$266K 0.01%
+562
1191
$265K 0.01%
2,698
-270
1192
$265K 0.01%
4,517
-673
1193
$265K 0.01%
1,913
+31
1194
$265K 0.01%
2,419
-974
1195
$264K 0.01%
43,211
-8,289
1196
$264K 0.01%
21,345
1197
$263K 0.01%
+3,146
1198
$263K 0.01%
3,373
-60
1199
$262K 0.01%
3,596
-1
1200
$261K 0.01%
4,061
-301
46 47
48
49 50