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
51
$14.3M 0.39%
54,199
-5,935
52
$14.3M 0.39%
226,860
+6,880
53
$14.2M 0.38%
66,196
+12,455
54
$13.8M 0.37%
156,696
+57,173
55
$13.8M 0.37%
287,719
+19,539
56
$13.3M 0.36%
94,887
-2,374
57
$13.3M 0.36%
146,776
+675
58
$13.1M 0.35%
111,738
+14,460
59
$13.1M 0.35%
876,046
-369,848
60
$12.9M 0.35%
69,565
+1,326
61
$12.1M 0.33%
77,306
-50,969
62
$12M 0.32%
159,022
+2,414
63
$11.9M 0.32%
848,936
+95,032
64
$11.8M 0.32%
206,009
+5,168
65
$11.7M 0.32%
298,253
+8,704
66
$11.7M 0.32%
33,879
+305
67
$11.6M 0.31%
43,207
-56,581
68
$11.5M 0.31%
68,108
-12,810
69
$11.1M 0.3%
85,891
-5,430
70
$11.1M 0.3%
205,566
+15,641
71
$10.9M 0.29%
327,696
-1,078
72
$10.8M 0.29%
39,548
-67,453
73
$10.8M 0.29%
50,829
-5,584
74
$10.8M 0.29%
185,863
-261,399
75
$10.2M 0.28%
139,929
+30,772
1 2
3
4 5