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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
1676
– –
-1,078
1677
– –
-13,700
1678
– –
-47,694
1679
– –
-4,691
1680
– –
-35,511
1681
– –
-28,270
1682
– –
-3,219
1683
– –
-238
1684
– –
-38,000
1685
– –
-75,955
1686
– –
-172,812
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