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
876
$427K 0.01%
10,886
877
$426K 0.01%
45,221
-34,664
878
$426K 0.01%
4,907
-395
879
$425K 0.01%
5,363
+1,418
880
$423K 0.01%
3,879
+306
881
$423K 0.01%
29,830
+1,466
882
$423K 0.01%
23,950
883
$423K 0.01%
2,369
+750
884
$420K 0.01%
15,070
-1,920
885
$419K 0.01%
6,478
+2,274
886
$416K 0.01%
3,911
+1,026
887
$415K 0.01%
3,958
+151
888
$415K 0.01%
+9,691
889
$414K 0.01%
15,937
-7,441
890
$413K 0.01%
4,127
-473
891
$413K 0.01%
9,835
-4,175
892
$413K 0.01%
16,267
+1,901
893
$412K 0.01%
2,787
+69
894
$412K 0.01%
94,629
+289
895
$411K 0.01%
4,897
-120
896
$411K 0.01%
2,464
-918
897
$410K 0.01%
799
+208
898
$410K 0.01%
+21,820
899
$409K 0.01%
5,450
-170
900
$408K 0.01%
4,294
+1,873
34 35
36
37 38