BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.08B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.7B
AUM Growth
-$760M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,666
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$11.6M
3
+$10.8M
4
HYZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
+$9.22M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$7.65M

Top Sells

1
+$101M
2
+$48.2M
3
+$46.9M
4
CVX icon
Chevron
CVX
+$37.5M
5
AZO icon
AutoZone
AZO
+$32.2M

Sector Composition

1 Technology 14.45%
2 Healthcare 6.56%
3 Consumer Discretionary 5.85%
4 Financials 5.6%
5 Energy 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.2M 0.09%
20,972
+8,393
227
$3.2M 0.09%
40,468
+4,381
228
$3.17M 0.09%
191,025
+7,043
229
$3.16M 0.09%
16,247
-513
230
$3.15M 0.09%
42,463
+16,491
231
$3.14M 0.08%
85,657
+242
232
$3.14M 0.08%
47,828
-568
233
$3.13M 0.08%
20,952
-60,209
234
$3.12M 0.08%
44,660
-128
235
$3.12M 0.08%
96,876
-101,006
236
$3.06M 0.08%
130,256
-2,166
237
$3.05M 0.08%
11,961
-285
238
$3.04M 0.08%
21,694
+1,384
239
$3.03M 0.08%
20,949
-13
240
$3.02M 0.08%
119,690
-1,750
241
$3.01M 0.08%
20,584
-4,725
242
$3M 0.08%
33,882
-1,428
243
$2.95M 0.08%
88,752
-35,919
244
$2.92M 0.08%
146,795
+89,246
245
$2.91M 0.08%
466,432
-1,950,964
246
$2.91M 0.08%
7,543
+380
247
$2.91M 0.08%
22,900
-1,099
248
$2.89M 0.08%
19,386
-1,004
249
$2.88M 0.08%
52,775
+10,146
250
$2.83M 0.08%
12,437
+2,421
8 9
10
11 12