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
276
$2.63M 0.07%
13,396
+1,382
277
$2.63M 0.07%
105,046
+178
278
$2.62M 0.07%
91,666
+7,728
279
$2.61M 0.07%
11,853
-30,198
280
$2.58M 0.07%
6,297
+364
281
$2.58M 0.07%
72,390
+2,740
282
$2.57M 0.07%
31,764
-4,416
283
$2.55M 0.07%
131,133
-10,178
284
$2.55M 0.07%
3,514
+182
285
$2.54M 0.07%
166,082
+20,363
286
$2.53M 0.07%
10,930
+68
287
$2.52M 0.07%
40,246
-20,062
288
$2.51M 0.07%
75,037
+8,344
289
$2.5M 0.07%
32,906
-14,574
290
$2.5M 0.07%
49,633
-897
291
$2.49M 0.07%
60,511
-167,420
292
$2.43M 0.07%
41,417
+377
293
$2.42M 0.07%
52,973
-914
294
$2.41M 0.07%
3,963
-99
295
$2.4M 0.06%
41,374
-9,210
296
$2.39M 0.06%
21,161
+623
297
$2.39M 0.06%
166,788
-17,247
298
$2.38M 0.06%
25,121
+3,045
299
$2.38M 0.06%
73,240
+18,185
300
$2.38M 0.06%
35,968
+1,439
10 11
12
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