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
1301
$221K 0.01%
+1,878
1302
$219K ﹤0.01%
+2,017
1303
$219K ﹤0.01%
+971
1304
$219K ﹤0.01%
4,402
-100
1305
$218K ﹤0.01%
+1,133
1306
$217K ﹤0.01%
658
-75
1307
$217K ﹤0.01%
+636
1308
$216K ﹤0.01%
618
-463
1309
$216K ﹤0.01%
872
-76
1310
$216K ﹤0.01%
+1,513
1311
$216K ﹤0.01%
+7,428
1312
$216K ﹤0.01%
+4,965
1313
$216K ﹤0.01%
3,542
-13
1314
$216K ﹤0.01%
18,375
-124
1315
$215K ﹤0.01%
4,261
+29
1316
$215K ﹤0.01%
+3,853
1317
$215K ﹤0.01%
5,017
-55
1318
$215K ﹤0.01%
35,637
-140
1319
$214K ﹤0.01%
15,438
-200
1320
$214K ﹤0.01%
15,504
-10,068
1321
$214K ﹤0.01%
163
+4
1322
$214K ﹤0.01%
2,467
-599
1323
$213K ﹤0.01%
8,526
+54
1324
$213K ﹤0.01%
6,550
1325
$213K ﹤0.01%
20,630
-3,935
51 52
53
54 55