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
1451
$83.7K ﹤0.01%
15,380
1452
$82.9K ﹤0.01%
192,900
+5,900
1453
$82.6K ﹤0.01%
25,975
1454
$81.9K ﹤0.01%
39,374
+4,273
1455
$81.2K ﹤0.01%
12,979
+830
1456
$81K ﹤0.01%
16,038
-1,378
1457
$78.1K ﹤0.01%
3,280
+2,508
1458
$76.5K ﹤0.01%
74,300
1459
$74.7K ﹤0.01%
10,134
-2,493
1460
$71.8K ﹤0.01%
18,000
1461
$70.7K ﹤0.01%
11,101
-584
1462
$69.4K ﹤0.01%
17,487
1463
$68.2K ﹤0.01%
1,354
-63
1464
$66.7K ﹤0.01%
17,197
+10,773
1465
$66.3K ﹤0.01%
10,836
+126
1466
$66.3K ﹤0.01%
30,000
1467
$64.3K ﹤0.01%
16,602
1468
$63.9K ﹤0.01%
+13,825
1469
$63.6K ﹤0.01%
+205
1470
$63.4K ﹤0.01%
12,975
1471
$61.7K ﹤0.01%
14,829
-1,196
1472
$60.5K ﹤0.01%
13,423
1473
$59.6K ﹤0.01%
10,541
+150
1474
$58.9K ﹤0.01%
515
-828
1475
$58.1K ﹤0.01%
11,583
-3,201
57 58
59
60 61