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
201
$4.6M 0.1%
29,926
-185
202
$4.53M 0.1%
259,302
-7,362
203
$4.49M 0.1%
503,545
-500
204
$4.49M 0.1%
+112,269
205
$4.47M 0.1%
29,965
-1,663
206
$4.44M 0.1%
84,091
-5,217
207
$4.4M 0.1%
298,212
+159,803
208
$4.37M 0.1%
52,213
-1,972
209
$4.33M 0.1%
9,748
+7,619
210
$4.29M 0.1%
97,219
+51,976
211
$4.29M 0.1%
255,942
+202,037
212
$4.27M 0.1%
102,750
-1,808
213
$4.26M 0.1%
23,793
-1,921
214
$4.24M 0.1%
139,075
-11,765
215
$4.24M 0.1%
26,025
-51
216
$4.23M 0.09%
+38,432
217
$4.2M 0.09%
9,220
-804
218
$4.18M 0.09%
37,769
-6,461
219
$4.18M 0.09%
20,791
+50
220
$4.17M 0.09%
38,881
-11,864
221
$4.13M 0.09%
28,926
+12,359
222
$4.13M 0.09%
16,830
+8,480
223
$4.12M 0.09%
20,962
+571
224
$4.1M 0.09%
35,556
+8,506
225
$4.06M 0.09%
41,116
-3,177
7 8
9
10 11