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
1426
$109K ﹤0.01%
11,763
+1,000
1427
$108K ﹤0.01%
+6,060
1428
$108K ﹤0.01%
11,000
+1,000
1429
$108K ﹤0.01%
10,784
+402
1430
$106K ﹤0.01%
20,188
+9,174
1431
$105K ﹤0.01%
+20,660
1432
$104K ﹤0.01%
12,473
-478
1433
$104K ﹤0.01%
20,520
1434
$100K ﹤0.01%
43,610
+28,210
1435
$99.9K ﹤0.01%
11,484
-247
1436
$97.7K ﹤0.01%
15,657
1437
$97.1K ﹤0.01%
21,350
-38,650
1438
$96.1K ﹤0.01%
11,653
-454
1439
$96.1K ﹤0.01%
12,950
1440
$96K ﹤0.01%
19,165
+7,665
1441
$95.8K ﹤0.01%
15,400
1442
$95K ﹤0.01%
18,191
1443
$93.5K ﹤0.01%
20,232
+1,717
1444
$91.5K ﹤0.01%
13,000
1445
$89.7K ﹤0.01%
10,500
1446
$89.2K ﹤0.01%
22,745
-202
1447
$86.7K ﹤0.01%
12,371
-3,900
1448
$85.8K ﹤0.01%
11,455
+213
1449
$83.7K ﹤0.01%
+19,026
1450
$83.7K ﹤0.01%
13,265
+18
56 57
58
59 60