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
1401
$131K ﹤0.01%
17,383
-5,000
1402
$131K ﹤0.01%
25,455
+6,935
1403
$131K ﹤0.01%
10,699
+101
1404
$131K ﹤0.01%
10,000
1405
$130K ﹤0.01%
91,900
-15,125
1406
$127K ﹤0.01%
25,124
+67
1407
$127K ﹤0.01%
10,790
-342
1408
$125K ﹤0.01%
+15,683
1409
$125K ﹤0.01%
19,100
1410
$124K ﹤0.01%
17,940
1411
$124K ﹤0.01%
704
+15
1412
$124K ﹤0.01%
11,601
+358
1413
$123K ﹤0.01%
18,793
1414
$122K ﹤0.01%
15,866
+57
1415
$122K ﹤0.01%
28,115
-91,925
1416
$120K ﹤0.01%
1,616
+38
1417
$119K ﹤0.01%
53,194
-3,187
1418
$116K ﹤0.01%
10,040
+15
1419
$115K ﹤0.01%
24,282
+14,237
1420
$115K ﹤0.01%
10,700
1421
$114K ﹤0.01%
+10,133
1422
$112K ﹤0.01%
+10,646
1423
$111K ﹤0.01%
44,945
+9,295
1424
$110K ﹤0.01%
11,342
-13,470
1425
$109K ﹤0.01%
19,185
+2,375
55 56
57
58 59