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
951
$415K 0.01%
4,755
+506
952
$414K 0.01%
8,659
+1,686
953
$413K 0.01%
26,729
-2,745
954
$413K 0.01%
11,505
-671
955
$413K 0.01%
+38,521
956
$412K 0.01%
9,593
+4,429
957
$412K 0.01%
+4,384
958
$412K 0.01%
8,277
-654
959
$411K 0.01%
8,737
+34
960
$411K 0.01%
2,469
-1,501
961
$411K 0.01%
16,555
+150
962
$410K 0.01%
6,145
+424
963
$407K 0.01%
+23,405
964
$407K 0.01%
13,857
-50
965
$407K 0.01%
21,157
+6,623
966
$406K 0.01%
15,290
-3,793
967
$403K 0.01%
18,091
-265
968
$403K 0.01%
7,363
-485
969
$402K 0.01%
5,620
-652
970
$401K 0.01%
1,072
-20
971
$401K 0.01%
78,679
-1,500
972
$401K 0.01%
24,590
-6,393
973
$400K 0.01%
4,450
+92
974
$398K 0.01%
+6,873
975
$397K 0.01%
66,000
-4,000
37 38
39
40 41