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
551
$914K 0.02%
21,116
-1,435
552
$912K 0.02%
11,020
-504
553
$911K 0.02%
13,225
+3,248
554
$908K 0.02%
8,580
+1,890
555
$907K 0.02%
+71,968
556
$905K 0.02%
5,709
+1,377
557
$896K 0.02%
46,347
+3,444
558
$895K 0.02%
6,160
+442
559
$893K 0.02%
3,475
-347
560
$889K 0.02%
10,380
-4,242
561
$889K 0.02%
8,082
+1,959
562
$889K 0.02%
17,844
-1,654
563
$889K 0.02%
70,379
+3,963
564
$888K 0.02%
16,442
-15,416
565
$886K 0.02%
6,762
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$884K 0.02%
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$883K 0.02%
19,086
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568
$879K 0.02%
16,445
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569
$877K 0.02%
22,761
+432
570
$866K 0.02%
49,511
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571
$863K 0.02%
4,368
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572
$862K 0.02%
5,692
-573
573
$860K 0.02%
17,124
+2,586
574
$860K 0.02%
26,531
-415
575
$859K 0.02%
4,777
+506
21 22
23
24 25