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
376
$1.85M 0.05%
30,788
-7,660
377
$1.84M 0.05%
83,684
-277,505
378
$1.84M 0.05%
34,387
+10,207
379
$1.84M 0.05%
14,413
+230
380
$1.83M 0.05%
26,964
+1,547
381
$1.82M 0.05%
12,537
-708
382
$1.81M 0.05%
10,463
-11,189
383
$1.8M 0.05%
28,257
+6,554
384
$1.79M 0.05%
48,795
+7,420
385
$1.78M 0.05%
85,716
+10,578
386
$1.77M 0.05%
29,160
-1,485
387
$1.76M 0.05%
47,150
+2,380
388
$1.76M 0.05%
238,470
+11,852
389
$1.75M 0.05%
38,096
-12,456
390
$1.75M 0.05%
27,873
+447
391
$1.74M 0.05%
14,082
-14,844
392
$1.74M 0.05%
15,061
+4,288
393
$1.73M 0.05%
15,612
+1,029
394
$1.72M 0.05%
32,848
-4,770
395
$1.7M 0.05%
63,856
+12,750
396
$1.7M 0.05%
44,796
+510
397
$1.69M 0.05%
4,623
+189
398
$1.69M 0.05%
13,755
+969
399
$1.69M 0.05%
26,454
400
$1.68M 0.05%
43,328
-239,387
14 15
16
17 18