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
601
$793K 0.02%
45,521
+1,290
602
$791K 0.02%
38,784
-41,212
603
$782K 0.02%
17,034
-1,717
604
$782K 0.02%
4,600
+70
605
$782K 0.02%
15,032
+320
606
$774K 0.02%
15,125
+1,271
607
$768K 0.02%
13,917
-2,368
608
$763K 0.02%
16,810
+8,597
609
$762K 0.02%
40,830
+1,473
610
$761K 0.02%
14,210
+1,086
611
$760K 0.02%
7,245
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612
$759K 0.02%
15,890
-1,405
613
$749K 0.02%
126,584
+18,614
614
$747K 0.02%
9,137
-278
615
$745K 0.02%
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616
$743K 0.02%
25,228
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617
$742K 0.02%
17,956
-2,393
618
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4,056
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619
$740K 0.02%
97,856
-21,949
620
$737K 0.02%
29,916
+4,839
621
$735K 0.02%
11,945
+344
622
$734K 0.02%
13,869
-1,698
623
$734K 0.02%
1,599
+386
624
$732K 0.02%
7,918
+967
625
$732K 0.02%
15,778
-943
23 24
25
26 27