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
176
$5.31M 0.12%
53,588
-9,485
177
$5.27M 0.12%
34,649
+2,427
178
$5.26M 0.12%
69,531
+34,292
179
$5.23M 0.12%
23,169
+387
180
$5.19M 0.12%
28,857
+678
181
$5.17M 0.12%
18,780
-474
182
$5.14M 0.12%
18,331
+11,906
183
$5.09M 0.11%
47,994
-356
184
$5.09M 0.11%
26,105
+16,988
185
$5.08M 0.11%
72,321
+1,088
186
$5.05M 0.11%
149,810
-17,000
187
$4.98M 0.11%
116,701
+5,971
188
$4.89M 0.11%
95,918
+21,250
189
$4.87M 0.11%
14,794
+7,197
190
$4.86M 0.11%
106,922
-46,656
191
$4.81M 0.11%
60,287
+1,166
192
$4.81M 0.11%
46,147
-501
193
$4.77M 0.11%
103,260
-2,365
194
$4.77M 0.11%
43,152
-2,498
195
$4.74M 0.11%
61,528
+39,726
196
$4.73M 0.11%
41,526
-4,037
197
$4.66M 0.1%
538,183
-8,280
198
$4.63M 0.1%
124,671
-3,964
199
$4.61M 0.1%
202,315
+104,192
200
$4.6M 0.1%
893,238
+34,898
6 7
8
9 10