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
726
$573K 0.02%
31,165
+12,369
727
$573K 0.02%
10,256
+3,387
728
$573K 0.02%
6,952
-50
729
$572K 0.02%
9,909
+125
730
$572K 0.02%
12,075
-2,100
731
$570K 0.02%
7,751
-1,771
732
$568K 0.02%
9,236
+132
733
$567K 0.02%
3,661
-86
734
$566K 0.02%
8,766
735
$564K 0.02%
5,563
-1,461
736
$564K 0.02%
10,521
-1,221
737
$563K 0.02%
13,412
-3,258
738
$562K 0.02%
+5,361
739
$559K 0.02%
17,857
740
$558K 0.02%
642
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741
$557K 0.02%
35,160
+8,007
742
$555K 0.02%
113,286
-21,512
743
$554K 0.02%
6,876
+1,786
744
$554K 0.02%
11,302
+2,643
745
$553K 0.02%
40,028
+27
746
$553K 0.01%
1,617
+366
747
$551K 0.01%
2,812
748
$551K 0.01%
6,634
-891
749
$550K 0.01%
7,164
-38,628
750
$549K 0.01%
8,096
+519
28 29
30
31 32