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
1226
$248K 0.01%
+4,224
1227
$248K 0.01%
5,365
-1,261
1228
$247K 0.01%
15,491
-112,746
1229
$247K 0.01%
25,723
-1,137
1230
$246K 0.01%
31,011
+547
1231
$246K 0.01%
4,450
1232
$245K 0.01%
+11,237
1233
$245K 0.01%
3,623
-33
1234
$244K 0.01%
5,415
+265
1235
$244K 0.01%
28,395
1236
$243K 0.01%
6,173
+152
1237
$243K 0.01%
2,598
1238
$243K 0.01%
15,600
-3,250
1239
$243K 0.01%
31,514
+43
1240
$242K 0.01%
14,792
+858
1241
$242K 0.01%
8,763
-44,683
1242
$242K 0.01%
+1,494
1243
$241K 0.01%
13,300
+2,355
1244
$241K 0.01%
+4,105
1245
$241K 0.01%
34,011
1246
$241K 0.01%
28,715
-637
1247
$241K 0.01%
9,312
-1,524
1248
$241K 0.01%
+3,347
1249
$240K 0.01%
+3,164
1250
$239K 0.01%
5,744
+121
48 49
50
51 52