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
826
$466K 0.01%
6,238
-12,921
827
$466K 0.01%
16,906
+163
828
$465K 0.01%
5,316
-37
829
$464K 0.01%
15,249
-500
830
$462K 0.01%
6,142
+398
831
$461K 0.01%
+16,936
832
$460K 0.01%
8,049
-228
833
$460K 0.01%
18,720
+2,165
834
$459K 0.01%
+5,083
835
$457K 0.01%
7,180
+4,660
836
$456K 0.01%
50,000
+25,000
837
$455K 0.01%
7,046
-21
838
$454K 0.01%
+16,778
839
$454K 0.01%
27,146
-492
840
$453K 0.01%
4,468
841
$452K 0.01%
2,554
+1,050
842
$450K 0.01%
4,156
-5,449
843
$448K 0.01%
1,019
+391
844
$448K 0.01%
36,041
+1,277
845
$447K 0.01%
14,829
-8,681
846
$446K 0.01%
13,519
+5,985
847
$446K 0.01%
4,867
-14,116
848
$446K 0.01%
24,014
-4,911
849
$444K 0.01%
71,001
+5,001
850
$444K 0.01%
4,821
-1,935
32 33
34
35 36