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
126
$7.54M 0.17%
46,765
-629
127
$7.41M 0.17%
274,397
-59,922
128
$7.41M 0.17%
16,086
-32
129
$7.4M 0.17%
82,430
+79
130
$7.3M 0.16%
169,650
-20,890
131
$7.3M 0.16%
10,073
-468
132
$7.29M 0.16%
61,205
+1,976
133
$7.16M 0.16%
12,750
+2,131
134
$7.12M 0.16%
32,336
-4,905
135
$7.09M 0.16%
125,581
-14,738
136
$7.05M 0.16%
83,723
+56,051
137
$7.04M 0.16%
33,995
-2,033
138
$6.9M 0.15%
95,122
-6,426
139
$6.86M 0.15%
90,746
+25,622
140
$6.8M 0.15%
208,342
-728
141
$6.79M 0.15%
73,022
+10,063
142
$6.76M 0.15%
42,662
+1,938
143
$6.74M 0.15%
76,290
-14,947
144
$6.7M 0.15%
31,733
-548
145
$6.68M 0.15%
157,146
+64,234
146
$6.68M 0.15%
88,976
-1,017
147
$6.62M 0.15%
437,765
-27,520
148
$6.62M 0.15%
197,882
-34,041
149
$6.58M 0.15%
24,908
+15,982
150
$6.46M 0.15%
91,698
-518
4 5
6
7 8