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
776
$513K 0.01%
15,819
+6,586
777
$512K 0.01%
9,361
+5,508
778
$511K 0.01%
15,450
-675
779
$511K 0.01%
48,852
+13
780
$511K 0.01%
+25,440
781
$510K 0.01%
11,975
-1,593
782
$510K 0.01%
+20,270
783
$510K 0.01%
3,561
-1,027
784
$509K 0.01%
11,364
+857
785
$507K 0.01%
20,885
+5,696
786
$506K 0.01%
9,159
+365
787
$505K 0.01%
10,206
+130
788
$504K 0.01%
7,404
-738
789
$502K 0.01%
15,565
-3,550
790
$501K 0.01%
3,343
+1,430
791
$500K 0.01%
4,857
-1,084
792
$499K 0.01%
50,658
+8,714
793
$498K 0.01%
8,885
+4,780
794
$498K 0.01%
111,314
-1,775
795
$495K 0.01%
8,955
+1,592
796
$494K 0.01%
12,197
+516
797
$494K 0.01%
20,279
+7,980
798
$494K 0.01%
52,092
-7,886
799
$492K 0.01%
6,092
-290
800
$492K 0.01%
18,311
-174
30 31
32
33 34