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
926
$385K 0.01%
5,684
-8,196
927
$385K 0.01%
9,009
-4,181
928
$384K 0.01%
2,037
+91
929
$384K 0.01%
1,109
-536
930
$383K 0.01%
+1,623
931
$383K 0.01%
+7,292
932
$382K 0.01%
+2,446
933
$382K 0.01%
5,468
+1,523
934
$382K 0.01%
13,729
-2,984
935
$380K 0.01%
17,591
-500
936
$378K 0.01%
+10,120
937
$378K 0.01%
5,583
-804
938
$378K 0.01%
4,748
-2,796
939
$376K 0.01%
6,771
-477
940
$375K 0.01%
8,810
+865
941
$372K 0.01%
16,559
-2,325
942
$371K 0.01%
+3,750
943
$370K 0.01%
74,240
-6,475
944
$370K 0.01%
10,023
-1,243
945
$370K 0.01%
40,876
+5,900
946
$369K 0.01%
13,472
-31,196
947
$369K 0.01%
10,666
+811
948
$368K 0.01%
3,273
-91
949
$366K 0.01%
6,416
+2,874
950
$365K 0.01%
11,596
+4,616
36 37
38
39 40