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
1326
$213K ﹤0.01%
+8,609
1327
$212K ﹤0.01%
+5,925
1328
$212K ﹤0.01%
+10,004
1329
$211K ﹤0.01%
5,262
-500
1330
$211K ﹤0.01%
+4,833
1331
$211K ﹤0.01%
+2,101
1332
$211K ﹤0.01%
2,310
+57
1333
$210K ﹤0.01%
648
-495
1334
$210K ﹤0.01%
11,411
-96
1335
$210K ﹤0.01%
+3,738
1336
$210K ﹤0.01%
+4,407
1337
$209K ﹤0.01%
2,418
-1,630
1338
$208K ﹤0.01%
505
-195
1339
$207K ﹤0.01%
+2,295
1340
$207K ﹤0.01%
2,031
-164
1341
$207K ﹤0.01%
+1,813
1342
$207K ﹤0.01%
+1,521
1343
$206K ﹤0.01%
+1,545
1344
$205K ﹤0.01%
2,694
-734
1345
$205K ﹤0.01%
+3,398
1346
$205K ﹤0.01%
3,427
-512
1347
$204K ﹤0.01%
+5,086
1348
$204K ﹤0.01%
+4,001
1349
$204K ﹤0.01%
205,712
-96,783
1350
$203K ﹤0.01%
5,768
-248
52 53
54
55 56