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
401
$1.68M 0.05%
47,230
-850
402
$1.66M 0.05%
10,787
-31,875
403
$1.66M 0.04%
7,254
-9,576
404
$1.65M 0.04%
40,590
+14,545
405
$1.63M 0.04%
16,351
+1,899
406
$1.63M 0.04%
5,731
-19,505
407
$1.63M 0.04%
44,144
-4,111
408
$1.62M 0.04%
11,464
-59
409
$1.62M 0.04%
125,755
+5,767
410
$1.59M 0.04%
+75,513
411
$1.59M 0.04%
23,504
-18,694
412
$1.59M 0.04%
3,981
-14
413
$1.58M 0.04%
9,695
-2,677
414
$1.57M 0.04%
41,031
-15,802
415
$1.57M 0.04%
15,279
+1,484
416
$1.55M 0.04%
15,513
-2,406
417
$1.54M 0.04%
84,700
+5,088
418
$1.53M 0.04%
29,534
-724
419
$1.53M 0.04%
30,310
+17,773
420
$1.5M 0.04%
25,916
-524
421
$1.49M 0.04%
6,629
+281
422
$1.49M 0.04%
74,738
-6,083
423
$1.47M 0.04%
20,542
+7,328
424
$1.46M 0.04%
9,435
+60
425
$1.46M 0.04%
29,547
+3,597
15 16
17
18 19