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
101
$8.95M 0.2%
42,051
+30,967
102
$8.94M 0.2%
92,771
-21,754
103
$8.77M 0.2%
147,056
+43,622
104
$8.72M 0.2%
505,995
-1,182
105
$8.65M 0.19%
28,282
+1,463
106
$8.59M 0.19%
179,525
+77,512
107
$8.5M 0.19%
197,003
+33,113
108
$8.46M 0.19%
43,315
+64
109
$8.4M 0.19%
99,416
-8,428
110
$8.36M 0.19%
298,988
-71,287
111
$8.35M 0.19%
166,544
+6,958
112
$8.3M 0.19%
64,767
+12,018
113
$8.27M 0.19%
361,189
+29,091
114
$8.24M 0.18%
40,285
+948
115
$8.2M 0.18%
125,284
-11,275
116
$8.11M 0.18%
109,157
+970
117
$8.08M 0.18%
16,521
-1,259
118
$8.03M 0.18%
82,028
+5,853
119
$7.94M 0.18%
117,556
+17,618
120
$7.9M 0.18%
93,172
+4,220
121
$7.88M 0.18%
327,846
-460
122
$7.77M 0.17%
103,310
-6,642
123
$7.63M 0.17%
78,185
-108,983
124
$7.58M 0.17%
101,113
-434
125
$7.57M 0.17%
25,236
+19,327
3 4
5
6 7