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
526
$990K 0.03%
46,059
+1,608
527
$984K 0.03%
30,635
-23,983
528
$984K 0.03%
8,850
-1,978
529
$981K 0.03%
67,813
-6,190
530
$980K 0.03%
20,438
-5,280
531
$979K 0.03%
60,751
-7,839
532
$977K 0.03%
28,575
+339
533
$972K 0.03%
16,209
+3,350
534
$971K 0.03%
23,971
+1,208
535
$961K 0.03%
262,460
+50,064
536
$956K 0.03%
10,100
-694
537
$955K 0.03%
49,136
+3,711
538
$952K 0.03%
82,484
+3,153
539
$950K 0.03%
12,823
-310
540
$949K 0.03%
30,989
+1,426
541
$945K 0.03%
13,766
-600
542
$936K 0.03%
22,831
-1,620
543
$935K 0.03%
3,665
+1,741
544
$934K 0.03%
19,104
-1,520
545
$930K 0.03%
2,386
+103
546
$929K 0.03%
34,109
-1,745
547
$927K 0.03%
43,306
-4,782
548
$926K 0.03%
6,637
-253
549
$923K 0.03%
19,515
+11,846
550
$919K 0.02%
90,495
+24,717
20 21
22
23 24