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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
1626
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-1,623
1627
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-123,304
1628
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-1,531
1629
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-8,000
1630
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1631
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0
1632
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1633
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1634
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1635
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1636
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1637
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-67,735
1638
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1639
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1640
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1641
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1642
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1643
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1644
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1645
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1646
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1647
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1648
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1649
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1650
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-7,776
64 65
66
67 68