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
1201
$260K 0.01%
18,550
-67,900
1202
$260K 0.01%
13,271
-3,812
1203
$259K 0.01%
18,272
-35,876
1204
$258K 0.01%
1,542
-38
1205
$258K 0.01%
7,874
-3,085
1206
$258K 0.01%
18,400
+3,488
1207
$258K 0.01%
+2,596
1208
$257K 0.01%
3,534
-20
1209
$256K 0.01%
5,101
+1,071
1210
$255K 0.01%
7,431
+472
1211
$254K 0.01%
26,116
+3,071
1212
$254K 0.01%
6,300
-1,458
1213
$253K 0.01%
17,120
-871
1214
$253K 0.01%
15,189
-336
1215
$253K 0.01%
7,534
1216
$253K 0.01%
29,934
-2,530
1217
$253K 0.01%
22,493
-1,538
1218
$251K 0.01%
1,749
-20
1219
$251K 0.01%
13,513
-9,273
1220
$251K 0.01%
2,421
-2,207
1221
$250K 0.01%
3,598
-1,239
1222
$250K 0.01%
3,817
+183
1223
$250K 0.01%
17,835
-258
1224
$248K 0.01%
+3,251
1225
$248K 0.01%
3,067
-357
47 48
49
50 51