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
151
$6.44M 0.14%
64,376
-490
152
$6.44M 0.14%
88,206
-7,371
153
$6.36M 0.14%
30,686
+17,655
154
$6.29M 0.14%
63,123
-5,517
155
$6.29M 0.14%
69,558
+34,909
156
$6.27M 0.14%
392,890
-28,732
157
$6.2M 0.14%
116,416
+5,228
158
$6.16M 0.14%
35,535
-2,815
159
$6.07M 0.14%
54,844
-1,494
160
$6.03M 0.14%
50,631
+747
161
$5.97M 0.13%
129,745
-17,576
162
$5.96M 0.13%
115,589
+1,933
163
$5.86M 0.13%
112,055
-2,330
164
$5.81M 0.13%
35,111
-2,261
165
$5.74M 0.13%
17,790
+2,977
166
$5.73M 0.13%
91,962
-4,774
167
$5.69M 0.13%
111,983
-1,345
168
$5.64M 0.13%
37,667
-9,461
169
$5.52M 0.12%
91,870
-10,394
170
$5.5M 0.12%
156,977
+84,068
171
$5.48M 0.12%
150,485
-50,200
172
$5.45M 0.12%
62,858
-2,175
173
$5.42M 0.12%
15,715
-5,438
174
$5.33M 0.12%
41,464
+36,219
175
$5.31M 0.12%
106,000
+65,921
5 6
7
8 9