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
1476
$53.4K ﹤0.01%
10,282
1477
$53.2K ﹤0.01%
11,944
1478
$52.4K ﹤0.01%
+22,000
1479
$48.9K ﹤0.01%
16,930
1480
$47.9K ﹤0.01%
1,088
-70
1481
$47.4K ﹤0.01%
14,918
1482
$47K ﹤0.01%
1,037
-211
1483
$46.8K ﹤0.01%
+20,000
1484
$45.6K ﹤0.01%
15,720
1485
$44.3K ﹤0.01%
12,500
-1,210
1486
$44K ﹤0.01%
13,068
-1,301
1487
$42.7K ﹤0.01%
11,850
1488
$40.1K ﹤0.01%
10,500
1489
$39.9K ﹤0.01%
171
1490
$39.6K ﹤0.01%
17,523
-9,925
1491
$39.2K ﹤0.01%
10,000
-2,000
1492
$38.5K ﹤0.01%
43,600
1493
$37.8K ﹤0.01%
10,189
1494
$37.4K ﹤0.01%
23,953
-6,073
1495
$35.1K ﹤0.01%
+14,250
1496
$34.7K ﹤0.01%
+2,067
1497
$32.1K ﹤0.01%
+10,080
1498
$31.6K ﹤0.01%
+10,031
1499
$30.6K ﹤0.01%
12,387
1500
$28.6K ﹤0.01%
2,577
+129
58 59
60
61 62