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
251
$2.83M 0.08%
39,578
+1,996
252
$2.83M 0.08%
48,201
-21,330
253
$2.82M 0.08%
34,439
+63
254
$2.82M 0.08%
142,262
+9,470
255
$2.81M 0.08%
30,049
+6,229
256
$2.81M 0.08%
24,433
-1,495
257
$2.8M 0.08%
25,841
+10,391
258
$2.79M 0.08%
48,529
-43,341
259
$2.79M 0.08%
16,016
+307
260
$2.79M 0.08%
16,641
-3,313
261
$2.77M 0.08%
65,719
+16,503
262
$2.77M 0.07%
91,200
+2,472
263
$2.76M 0.07%
27,074
-950
264
$2.75M 0.07%
15,084
-1,900
265
$2.75M 0.07%
67,346
-11,208
266
$2.74M 0.07%
171,273
+19,731
267
$2.73M 0.07%
35,939
-1,471
268
$2.72M 0.07%
31,841
-37,717
269
$2.71M 0.07%
46,381
-4,650
270
$2.7M 0.07%
17,655
-1,638
271
$2.7M 0.07%
160,746
-11,815
272
$2.67M 0.07%
184,662
+91,488
273
$2.65M 0.07%
81,154
-27,754
274
$2.65M 0.07%
4,097
+694
275
$2.63M 0.07%
62,572
-94,574
9 10
11
12 13