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
701
$609K 0.02%
3,201
+428
702
$608K 0.02%
18,081
-20,581
703
$608K 0.02%
12,233
-77
704
$607K 0.02%
19,338
+2,203
705
$607K 0.02%
26,252
+5,384
706
$604K 0.02%
2,456
+28
707
$604K 0.02%
19,846
-11,815
708
$604K 0.02%
2,998
-466
709
$602K 0.02%
42,306
-23,571
710
$600K 0.02%
17,623
-570
711
$599K 0.02%
5,625
+1,175
712
$598K 0.02%
12,466
+552
713
$598K 0.02%
40,452
-13,800
714
$597K 0.02%
6,153
+58
715
$597K 0.02%
2,689
+663
716
$593K 0.02%
275,765
+247,650
717
$591K 0.02%
19,628
+940
718
$590K 0.02%
5,281
+1,744
719
$587K 0.02%
26,977
+10,607
720
$586K 0.02%
7,798
+2
721
$585K 0.02%
3,761
+63
722
$583K 0.02%
13,892
-2,738
723
$582K 0.02%
15,532
-2,486
724
$576K 0.02%
11,157
-2,986
725
$573K 0.02%
4,433
+1,239
27 28
29
30 31