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
751
$547K 0.01%
20,190
+85
752
$546K 0.01%
10,542
-2,352
753
$546K 0.01%
19,338
+903
754
$546K 0.01%
12,315
-254
755
$540K 0.01%
17,631
-300
756
$538K 0.01%
4,889
+252
757
$538K 0.01%
1,092
-838
758
$535K 0.01%
9,974
+2,300
759
$533K 0.01%
24,092
+2,306
760
$531K 0.01%
27,142
-9,574
761
$530K 0.01%
23,707
-256
762
$527K 0.01%
49,007
-7,101
763
$526K 0.01%
5,664
+689
764
$526K 0.01%
10,586
-1,450
765
$525K 0.01%
2,211
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766
$525K 0.01%
16,168
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767
$524K 0.01%
6,717
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768
$523K 0.01%
16,874
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769
$523K 0.01%
1,612
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770
$519K 0.01%
2,417
+450
771
$519K 0.01%
27,027
+5,870
772
$518K 0.01%
28,359
+12,735
773
$516K 0.01%
7,071
-999
774
$515K 0.01%
37,564
+10,835
775
$514K 0.01%
2,648
+490
29 30
31
32 33