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
1376
$181K ﹤0.01%
15,511
-242
1377
$180K ﹤0.01%
15,693
-2,759
1378
$179K ﹤0.01%
+20,140
1379
$177K ﹤0.01%
23,835
-1,989
1380
$172K ﹤0.01%
43,700
+27,100
1381
$171K ﹤0.01%
19,333
+2,373
1382
$169K ﹤0.01%
11,946
-1,426
1383
$167K ﹤0.01%
14,147
-2,425
1384
$163K ﹤0.01%
20,698
+4,816
1385
$159K ﹤0.01%
11,758
+5
1386
$159K ﹤0.01%
15,489
+8
1387
$156K ﹤0.01%
+25,672
1388
$155K ﹤0.01%
22,910
1389
$154K ﹤0.01%
10,631
-3,381
1390
$153K ﹤0.01%
14,683
1391
$152K ﹤0.01%
+2,520
1392
$144K ﹤0.01%
15,250
1393
$141K ﹤0.01%
18,050
+1,700
1394
$140K ﹤0.01%
+12,990
1395
$140K ﹤0.01%
11,205
1396
$139K ﹤0.01%
11,582
-1,223
1397
$139K ﹤0.01%
22,315
1398
$137K ﹤0.01%
+11,796
1399
$133K ﹤0.01%
+90,298
1400
$132K ﹤0.01%
12,100
54 55
56
57 58