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
951
$364K 0.01%
21,235
-673
952
$364K 0.01%
3,536
+1,105
953
$362K 0.01%
16,067
-6,720
954
$361K 0.01%
+14,729
955
$361K 0.01%
3,432
+267
956
$361K 0.01%
12,314
-2,308
957
$360K 0.01%
5,212
+667
958
$358K 0.01%
35,275
-4,215
959
$357K 0.01%
11,761
-4,000
960
$357K 0.01%
2,670
-6,242
961
$356K 0.01%
1,781
-54
962
$356K 0.01%
+8,669
963
$354K 0.01%
12,463
+7,475
964
$354K 0.01%
6,619
+180
965
$353K 0.01%
10,673
-350
966
$353K 0.01%
3,421
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967
$352K 0.01%
3,594
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968
$351K 0.01%
3,766
-37,698
969
$351K 0.01%
2,573
+110
970
$349K 0.01%
4,616
-139
971
$349K 0.01%
3,685
+313
972
$348K 0.01%
4,698
-283
973
$347K 0.01%
975
-13
974
$347K 0.01%
+26,819
975
$346K 0.01%
7,364
+1,072
37 38
39
40 41