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
901
$406K 0.01%
8,589
+484
902
$403K 0.01%
20,709
-56,425
903
$403K 0.01%
8,813
-1,494
904
$401K 0.01%
78,479
-200
905
$399K 0.01%
3,018
-701
906
$399K 0.01%
25,950
907
$398K 0.01%
8,227
+24
908
$398K 0.01%
1,988
-1,220
909
$397K 0.01%
8,501
-2,239
910
$396K 0.01%
7,465
-8,463
911
$396K 0.01%
+8,329
912
$396K 0.01%
2,361
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913
$395K 0.01%
4,083
-763
914
$394K 0.01%
40,495
+40
915
$394K 0.01%
5,878
+1,044
916
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918
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39,157
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919
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5,087
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920
$389K 0.01%
38,200
-31,600
921
$389K 0.01%
107,047
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922
$388K 0.01%
37,518
+6,645
923
$388K 0.01%
70,010
924
$388K 0.01%
11,603
-21,942
925
$387K 0.01%
5,805
-26,639
35 36
37
38 39