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
876
$479K 0.01%
4,468
-342
877
$477K 0.01%
1,719
-32
878
$476K 0.01%
14,133
-915
879
$476K 0.01%
+34,764
880
$474K 0.01%
46,478
-9,376
881
$473K 0.01%
5,313
-516
882
$471K 0.01%
6,387
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883
$471K 0.01%
7,844
-4,640
884
$471K 0.01%
4,975
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885
$470K 0.01%
16,689
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886
$468K 0.01%
32,533
+6,940
887
$467K 0.01%
17,397
-94
888
$465K 0.01%
30,487
+2,206
889
$464K 0.01%
4,184
+43
890
$462K 0.01%
42,840
+3,121
891
$461K 0.01%
8,213
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892
$460K 0.01%
7,248
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894
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1,328
-1,130
895
$458K 0.01%
45,976
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896
$458K 0.01%
5,355
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897
$456K 0.01%
16,990
-24,249
898
$455K 0.01%
5,542
-1,072
899
$454K 0.01%
159,947
+62,731
900
$452K 0.01%
11,590
-5,000
34 35
36
37 38