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
576
$859K 0.02%
1,763
-43
577
$859K 0.02%
16,270
-25,223
578
$857K 0.02%
13,225
+784
579
$856K 0.02%
5,855
+468
580
$855K 0.02%
4,759
+591
581
$853K 0.02%
140,069
+50,030
582
$853K 0.02%
+13,881
583
$853K 0.02%
69,793
-16,134
584
$853K 0.02%
51,735
+14,380
585
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3,432
+195
586
$843K 0.02%
27,850
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587
$841K 0.02%
22,248
+563
588
$840K 0.02%
45,026
+1,074
589
$835K 0.02%
3,373
-112
590
$834K 0.02%
8,793
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591
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592
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1,006
-83
593
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594
$810K 0.02%
7,539
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595
$810K 0.02%
47,487
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596
$807K 0.02%
8,869
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597
$807K 0.02%
3,837
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598
$796K 0.02%
16,551
-4,148
599
$796K 0.02%
13,133
-27,141
600
$795K 0.02%
7,041
-221
22 23
24
25 26