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
476
$1.18M 0.03%
16,639
-44,889
477
$1.17M 0.03%
24,796
+1,888
478
$1.17M 0.03%
129,110
-973
479
$1.16M 0.03%
31,650
-33,850
480
$1.16M 0.03%
12,910
-10,961
481
$1.16M 0.03%
45,691
+423
482
$1.15M 0.03%
8,239
+675
483
$1.15M 0.03%
22,866
-2,524
484
$1.15M 0.03%
71,585
-1,802
485
$1.15M 0.03%
125,029
-5,333
486
$1.14M 0.03%
26,548
-206
487
$1.13M 0.03%
26,291
-7,369
488
$1.13M 0.03%
17,962
-4,408
489
$1.13M 0.03%
21,181
+1,239
490
$1.12M 0.03%
20,925
+4,257
491
$1.12M 0.03%
13,079
+98
492
$1.12M 0.03%
52,940
+6,931
493
$1.11M 0.03%
7,972
+675
494
$1.1M 0.03%
10,125
+1,349
495
$1.1M 0.03%
+44,889
496
$1.1M 0.03%
70,441
-36,564
497
$1.1M 0.03%
3,463
-294
498
$1.09M 0.03%
41,731
+15,592
499
$1.09M 0.03%
+60,903
500
$1.08M 0.03%
31,790
-7,722
18 19
20
21 22