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
351
$2.01M 0.05%
50,229
-7,355
352
$2M 0.05%
57,133
-2,753
353
$2M 0.05%
48,039
+5,583
354
$2M 0.05%
43,522
+359
355
$2M 0.05%
54,265
+7,262
356
$2M 0.05%
13,188
-1,633
357
$1.99M 0.05%
15,462
-2,022
358
$1.99M 0.05%
22,946
+1,851
359
$1.99M 0.05%
30,899
+3,192
360
$1.98M 0.05%
88,903
+8,798
361
$1.98M 0.05%
140,459
-157,753
362
$1.97M 0.05%
10,126
+1,481
363
$1.97M 0.05%
32,777
+4,364
364
$1.96M 0.05%
36,174
+5,273
365
$1.96M 0.05%
63,776
+17,578
366
$1.95M 0.05%
25,936
-57,787
367
$1.95M 0.05%
160,270
-12,305
368
$1.94M 0.05%
10,170
-348
369
$1.93M 0.05%
27,710
+4,262
370
$1.93M 0.05%
24,508
-13,790
371
$1.9M 0.05%
4,275
-139
372
$1.88M 0.05%
18,111
+2,723
373
$1.88M 0.05%
56,020
+20,524
374
$1.87M 0.05%
14,763
+333
375
$1.87M 0.05%
8,443
+822
13 14
15
16 17