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
501
$1.08M 0.03%
9,830
-701
502
$1.08M 0.03%
47,754
+255
503
$1.08M 0.03%
34,880
-200
504
$1.08M 0.03%
56,136
-41,070
505
$1.07M 0.03%
18,663
-119
506
$1.07M 0.03%
98,406
-128
507
$1.07M 0.03%
21,300
508
$1.07M 0.03%
2,324
-1,031
509
$1.06M 0.03%
44,713
+2,985
510
$1.06M 0.03%
22,496
+2,289
511
$1.06M 0.03%
3,873
+571
512
$1.05M 0.03%
9,139
+663
513
$1.05M 0.03%
6,682
-63
514
$1.05M 0.03%
40,236
+9,247
515
$1.04M 0.03%
27,413
-185
516
$1.04M 0.03%
11,579
+1,159
517
$1.03M 0.03%
16,024
+339
518
$1.02M 0.03%
9,871
+1,616
519
$1.02M 0.03%
28,773
520
$1.02M 0.03%
127,136
-9,529
521
$1.02M 0.03%
23,236
-2,577
522
$1.01M 0.03%
59,564
+1,826
523
$1M 0.03%
5,344
-1,069
524
$994K 0.03%
4,887
+526
525
$993K 0.03%
11,442
-3,780
19 20
21
22 23