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
301
$2.36M 0.06%
30,618
-1,425
302
$2.34M 0.06%
28,653
+10,281
303
$2.33M 0.06%
20,792
+4,251
304
$2.33M 0.06%
82,918
+13,553
305
$2.32M 0.06%
132,483
+1,449
306
$2.31M 0.06%
16,036
+802
307
$2.3M 0.06%
21,687
+606
308
$2.3M 0.06%
5,024
-522
309
$2.3M 0.06%
76,275
-62,800
310
$2.29M 0.06%
9,105
+469
311
$2.27M 0.06%
10,873
-595
312
$2.25M 0.06%
23,787
-8,619
313
$2.25M 0.06%
25,440
+2,721
314
$2.24M 0.06%
18,369
-2,411
315
$2.24M 0.06%
180,378
+4,041
316
$2.23M 0.06%
40,429
+25,375
317
$2.23M 0.06%
30,198
+10,292
318
$2.22M 0.06%
16,943
+100
319
$2.2M 0.06%
8,511
-16,397
320
$2.19M 0.06%
39,956
-6,211
321
$2.19M 0.06%
49,085
+4,208
322
$2.19M 0.06%
24,200
+4,025
323
$2.18M 0.06%
7,466
+659
324
$2.17M 0.06%
15,703
-46,665
325
$2.17M 0.06%
14,955
-453
11 12
13
14 15