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
651
$679K 0.02%
20,176
-1,740
652
$679K 0.02%
9,945
+155
653
$678K 0.02%
35,153
-4,766
654
$677K 0.02%
27,316
-24,826
655
$676K 0.02%
37,532
-95,685
656
$673K 0.02%
17,305
+721
657
$672K 0.02%
125,374
+35,177
658
$670K 0.02%
16,364
+124
659
$669K 0.02%
4,102
-725
660
$668K 0.02%
18,358
+1,305
661
$667K 0.02%
25,731
+9,466
662
$660K 0.02%
955
-43
663
$660K 0.02%
58,278
-6,583
664
$657K 0.02%
1,609
+1,104
665
$657K 0.02%
43,308
-16,722
666
$656K 0.02%
5,054
+1,656
667
$653K 0.02%
5,338
+246
668
$653K 0.02%
4,140
+300
669
$652K 0.02%
3,966
-56
670
$652K 0.02%
24,215
+2,419
671
$649K 0.02%
3,612
+52
672
$648K 0.02%
12,154
-2,372
673
$647K 0.02%
+16,767
674
$646K 0.02%
8,045
+2,732
675
$645K 0.02%
53,746
+192
25 26
27
28 29