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
1501
$28.6K ﹤0.01%
10,000
1502
$27.4K ﹤0.01%
17,250
1503
$26.9K ﹤0.01%
416
-1
1504
$25.5K ﹤0.01%
10,000
1505
$25.1K ﹤0.01%
20,071
+71
1506
$18.4K ﹤0.01%
11,300
1507
$18.4K ﹤0.01%
12,000
1508
$18K ﹤0.01%
+283
1509
$16.6K ﹤0.01%
3,000
-183
1510
$14.9K ﹤0.01%
12,200
1511
$13.9K ﹤0.01%
855
1512
$13.2K ﹤0.01%
1,250
-393
1513
$12.1K ﹤0.01%
11,500
1514
– –
0
1515
$11.2K ﹤0.01%
+12,060
1516
$10.4K ﹤0.01%
21,000
1517
$9.33K ﹤0.01%
+562
1518
$8.69K ﹤0.01%
+15,000
1519
$8.45K ﹤0.01%
24,000
+7,500
1520
$8.44K ﹤0.01%
1,527
1521
$8.03K ﹤0.01%
203
1522
$7.8K ﹤0.01%
1,459
-19
1523
$7.45K ﹤0.01%
14,755
-800
1524
$7.02K ﹤0.01%
23
1525
$6.86K ﹤0.01%
+10,400
59 60
61
62 63