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
1351
$203K ﹤0.01%
3,223
-2
1352
$202K ﹤0.01%
+1,851
1353
$202K ﹤0.01%
+1,545
1354
$202K ﹤0.01%
+3,369
1355
$201K ﹤0.01%
17,748
+1,115
1356
$201K ﹤0.01%
+11,519
1357
$201K ﹤0.01%
+597
1358
$201K ﹤0.01%
24,840
+7,830
1359
$201K ﹤0.01%
3,215
1360
$200K ﹤0.01%
2,434
-190
1361
$200K ﹤0.01%
11,776
-1,373
1362
$199K ﹤0.01%
17,148
-124
1363
$198K ﹤0.01%
+16,146
1364
$197K ﹤0.01%
13,446
-6,992
1365
$194K ﹤0.01%
+25,000
1366
$191K ﹤0.01%
20,152
-97
1367
$190K ﹤0.01%
62,920
-33,490
1368
$190K ﹤0.01%
23,069
-4,336
1369
$188K ﹤0.01%
16,153
+11
1370
$186K ﹤0.01%
14,778
-1,078
1371
$185K ﹤0.01%
21,374
-500
1372
$183K ﹤0.01%
17,252
-57
1373
$182K ﹤0.01%
12,533
-1,268
1374
$182K ﹤0.01%
+11,119
1375
$181K ﹤0.01%
29,025
-37,500
53 54
55
56 57