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
426
$1.46M 0.04%
21,065
-1,098
427
$1.45M 0.04%
24,800
-6,965
428
$1.45M 0.04%
471
+85
429
$1.45M 0.04%
123,990
+26,000
430
$1.44M 0.04%
36,990
+944
431
$1.42M 0.04%
105,330
+16,779
432
$1.41M 0.04%
28,120
+9,124
433
$1.41M 0.04%
11,493
-537
434
$1.4M 0.04%
6,783
-3,961
435
$1.4M 0.04%
23,467
-5,235
436
$1.4M 0.04%
4,238
+598
437
$1.37M 0.04%
27,294
+5,095
438
$1.37M 0.04%
40,286
+2,275
439
$1.36M 0.04%
136,470
-4,715
440
$1.36M 0.04%
+35,334
441
$1.35M 0.04%
14,791
-1,418
442
$1.35M 0.04%
18,076
+3,115
443
$1.34M 0.04%
2,632
-842
444
$1.34M 0.04%
23,529
-1,280
445
$1.34M 0.04%
106,628
+2,975
446
$1.34M 0.04%
46,160
+2,150
447
$1.33M 0.04%
13,657
-185
448
$1.32M 0.04%
24,850
+1,984
449
$1.32M 0.04%
72,009
+5,946
450
$1.32M 0.04%
21,480
+158
16 17
18
19 20