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
1276
$230K 0.01%
23,298
-1,700
1277
$230K 0.01%
+1,432
1278
$230K 0.01%
3,748
-150
1279
$229K 0.01%
6,698
1280
$229K 0.01%
1,463
-42
1281
$229K 0.01%
850
-28
1282
$228K 0.01%
805
-111
1283
$228K 0.01%
1,240
+4
1284
$228K 0.01%
2,762
+280
1285
$228K 0.01%
78,800
+5,300
1286
$227K 0.01%
+1,442
1287
$226K 0.01%
+10,458
1288
$226K 0.01%
5,145
-248
1289
$226K 0.01%
11,291
-358
1290
$225K 0.01%
2,653
+282
1291
$224K 0.01%
6,980
+20
1292
$224K 0.01%
1,583
-167
1293
$223K 0.01%
39,226
1294
$223K 0.01%
87,265
+3,000
1295
$223K 0.01%
1,640
-27
1296
$221K 0.01%
2,744
-500
1297
$221K 0.01%
+4,988
1298
$221K 0.01%
5,655
+15
1299
$221K 0.01%
20,131
-500
1300
$221K 0.01%
4,169
-183
50 51
52
53 54