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
326
$2.17M 0.06%
27,733
-5,643
327
$2.16M 0.06%
13,016
-629
328
$2.16M 0.06%
106,184
+15,350
329
$2.16M 0.06%
+102,310
330
$2.15M 0.06%
52,939
-2,839
331
$2.14M 0.06%
42,880
-24,879
332
$2.14M 0.06%
19,632
+869
333
$2.14M 0.06%
+30,559
334
$2.14M 0.06%
28,519
-3,045
335
$2.14M 0.06%
31,197
-599
336
$2.12M 0.06%
9,357
-32
337
$2.12M 0.06%
53,453
-43,766
338
$2.11M 0.06%
10,799
-371
339
$2.11M 0.06%
10,482
+220
340
$2.09M 0.06%
7,305
-11,026
341
$2.08M 0.06%
68,309
-88,668
342
$2.08M 0.06%
36,490
-5,475
343
$2.07M 0.06%
75,430
+19,100
344
$2.07M 0.06%
4,747
+557
345
$2.07M 0.06%
23,643
+372
346
$2.04M 0.06%
10,361
+549
347
$2.03M 0.06%
11,619
-14,486
348
$2.03M 0.06%
193,450
-43,490
349
$2.03M 0.06%
61,964
-10,253
350
$2.02M 0.05%
17,855
+6,001
12 13
14
15 16