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
451
$1.31M 0.04%
20,084
+56
452
$1.3M 0.04%
19,459
-160
453
$1.3M 0.04%
1,022
+281
454
$1.29M 0.04%
+47,334
455
$1.29M 0.03%
19,340
+1,568
456
$1.29M 0.03%
133,957
+64,120
457
$1.29M 0.03%
113,914
-51,848
458
$1.28M 0.03%
5,479
-80
459
$1.28M 0.03%
8,457
+825
460
$1.27M 0.03%
55,254
-15,589
461
$1.26M 0.03%
12,554
+9,110
462
$1.25M 0.03%
3,321
+299
463
$1.25M 0.03%
73,653
+6,387
464
$1.25M 0.03%
6,266
-1,391
465
$1.24M 0.03%
2,855
-6,893
466
$1.23M 0.03%
7,074
-1,430
467
$1.22M 0.03%
+41,640
468
$1.22M 0.03%
19,786
+8,816
469
$1.21M 0.03%
7,966
-1,621
470
$1.21M 0.03%
140,001
-9,994
471
$1.2M 0.03%
36,493
-4,559
472
$1.2M 0.03%
16,827
-4,973
473
$1.19M 0.03%
9,665
+1,365
474
$1.19M 0.03%
10,980
-826
475
$1.18M 0.03%
12,023
-25,746
17 18
19
20 21