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
626
$731K 0.02%
5,785
+548
627
$730K 0.02%
356,000
-58,000
628
$728K 0.02%
39,676
+582
629
$728K 0.02%
16,078
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630
$721K 0.02%
28,095
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631
$717K 0.02%
6,755
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632
$717K 0.02%
115,555
-11,020
633
$717K 0.02%
3,663
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634
$716K 0.02%
3,577
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635
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636
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10,665
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637
$702K 0.02%
59,528
+15
638
$702K 0.02%
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+56
639
$701K 0.02%
4,000
-4,000
640
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644
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645
$691K 0.02%
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646
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3,433
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647
$689K 0.02%
4,045
-1,902
648
$688K 0.02%
40,754
-2,190
649
$680K 0.02%
2,624
-524
650
$679K 0.02%
16,201
+1,368
24 25
26
27 28