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
676
$643K 0.02%
763
+9
677
$641K 0.02%
18,421
+7,440
678
$641K 0.02%
22,325
+5,636
679
$639K 0.02%
8,020
-273
680
$637K 0.02%
14,944
-30,429
681
$637K 0.02%
4,261
+402
682
$636K 0.02%
8,143
+318
683
$635K 0.02%
11,700
+235
684
$634K 0.02%
12,315
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685
$634K 0.02%
6,753
+2,569
686
$632K 0.02%
2,140
+230
687
$632K 0.02%
10,793
-2,161
688
$630K 0.02%
11,896
+6,022
689
$628K 0.02%
44,924
+1,339
690
$628K 0.02%
12,763
+1,074
691
$626K 0.02%
30,014
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692
$623K 0.02%
15,249
+7,882
693
$623K 0.02%
50,829
-87,361
694
$619K 0.02%
20,451
-864
695
$618K 0.02%
29,081
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696
$618K 0.02%
29,427
-3,873
697
$616K 0.02%
27,769
-43,345
698
$616K 0.02%
+41,375
699
$612K 0.02%
13,827
-1,520
700
$610K 0.02%
2,984
+334
26 27
28
29 30