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
26
$23.6M 0.64%
162,967
+3,837
27
$23.2M 0.63%
848,449
+16,014
28
$23.1M 0.63%
43,078
+936
29
$23.1M 0.63%
148,486
-817
30
$22.7M 0.61%
98,492
+3,371
31
$22.5M 0.61%
271,470
+2,620
32
$21.7M 0.59%
145,412
-21,652
33
$20.5M 0.56%
121,825
-222,637
34
$19.5M 0.53%
398,841
+99,167
35
$18.7M 0.51%
109,204
-128,366
36
$18.3M 0.49%
199,228
-227,075
37
$18.1M 0.49%
370,143
+116,658
38
$18M 0.49%
265,352
+49,497
39
$17.7M 0.48%
133,717
-9,694
40
$16.9M 0.46%
162,575
-6,519
41
$16.6M 0.45%
310,821
+7,470
42
$16.3M 0.44%
28,855
+273
43
$16.1M 0.44%
322,276
+216,276
44
$15.9M 0.43%
274,503
-325,227
45
$15.2M 0.41%
29,956
-1,175
46
$15M 0.4%
473,974
+164,689
47
$14.6M 0.39%
159,248
+35,712
48
$14.5M 0.39%
36,666
-1,707
49
$14.5M 0.39%
76,648
+9,604
50
$14.5M 0.39%
304,075
-8,779
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