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
801
$490K 0.01%
1,991
+681
802
$490K 0.01%
4,493
+58
803
$489K 0.01%
50,407
+4,431
804
$488K 0.01%
8,742
-8,835
805
$487K 0.01%
+3,817
806
$486K 0.01%
22,448
+2,124
807
$485K 0.01%
2,405
-527
808
$485K 0.01%
1,170
+98
809
$484K 0.01%
68,860
+2,331
810
$483K 0.01%
9,877
-1,774
811
$483K 0.01%
17,146
-834
812
$482K 0.01%
4,427
-25,538
813
$481K 0.01%
3,846
+184
814
$479K 0.01%
61,796
+5,608
815
$477K 0.01%
3,974
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$477K 0.01%
12,600
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817
$476K 0.01%
4,451
-796
818
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4,336
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$474K 0.01%
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820
$474K 0.01%
20,726
+31
821
$470K 0.01%
22,192
-450
822
$470K 0.01%
1,712
+672
823
$469K 0.01%
10,286
-4,259
824
$468K 0.01%
18,644
-4,821
825
$467K 0.01%
15,710
31 32
33
34 35