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
1251
$239K 0.01%
9,718
+1,400
1252
$239K 0.01%
4,698
+720
1253
$239K 0.01%
13,943
+749
1254
$239K 0.01%
10,402
+456
1255
$239K 0.01%
1,573
-1,104
1256
$238K 0.01%
1,328
-41
1257
$238K 0.01%
+4,206
1258
$237K 0.01%
12,544
-705
1259
$237K 0.01%
9,600
-4,926
1260
$236K 0.01%
+2,191
1261
$236K 0.01%
+11,625
1262
$236K 0.01%
+3,654
1263
$236K 0.01%
+3,799
1264
$235K 0.01%
54,616
+7,400
1265
$235K 0.01%
22,648
1266
$234K 0.01%
2,431
-532
1267
$233K 0.01%
+2,525
1268
$233K 0.01%
+2,842
1269
$233K 0.01%
3,451
+23
1270
$233K 0.01%
25,090
-561
1271
$233K 0.01%
11,186
-581
1272
$233K 0.01%
19,648
-4,497
1273
$231K 0.01%
+628
1274
$231K 0.01%
+10,138
1275
$230K 0.01%
5,615
-389
49 50
51
52 53