BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 28.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.54%
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
+$84.3M
2
+$46M
3
+$38.2M
4
CVX icon
Chevron
CVX
+$35.6M
5
AZO icon
AutoZone
AZO
+$31.3M

Top Sells

1
+$10.7M
2
+$10.3M
3
+$8.86M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8.45M
5
VUG icon
Vanguard Growth ETF
VUG
+$8.3M

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
776
$598K 0.01%
12,036
-68
777
$595K 0.01%
7,002
-1,153
778
$595K 0.01%
11,742
-379
779
$593K 0.01%
86,681
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780
$590K 0.01%
23,465
781
$590K 0.01%
17,135
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782
$590K 0.01%
12,569
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783
$589K 0.01%
18,688
-630
784
$582K 0.01%
7,796
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785
$581K 0.01%
3,464
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786
$579K 0.01%
59,978
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787
$579K 0.01%
9,104
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788
$575K 0.01%
48,839
-2,458
789
$574K 0.01%
11,914
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790
$574K 0.01%
28,881
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3,560
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17,857
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795
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13,103
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796
$559K 0.01%
5,056
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797
$558K 0.01%
11,689
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798
$556K 0.01%
90,039
+16,029
799
$554K 0.01%
1,924
-153
800
$554K 0.01%
17,931
+9,324
30 31
32
33 34