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
76
$10.1M 0.27%
310,775
-41,106
77
$9.9M 0.27%
200,306
+20,781
78
$9.82M 0.27%
23,614
-8,997
79
$9.54M 0.26%
138,965
+47,267
80
$8.97M 0.24%
195,006
-1,997
81
$8.86M 0.24%
115,943
+16,527
82
$8.84M 0.24%
53,948
+1,426
83
$8.78M 0.24%
43,135
+2,850
84
$8.72M 0.24%
154,537
-326,475
85
$8.67M 0.23%
22,891
-26,267
86
$8.65M 0.23%
16,963
+442
87
$8.5M 0.23%
118,110
+338
88
$8.46M 0.23%
141,787
-5,269
89
$8.38M 0.23%
504,495
-1,500
90
$8.31M 0.22%
165,688
-856
91
$8.31M 0.22%
182,926
-4,054
92
$8.26M 0.22%
93,033
-10,302
93
$8.26M 0.22%
87,574
-26,707
94
$8.26M 0.22%
119,795
+24,673
95
$8.23M 0.22%
39,544
+7,208
96
$8.22M 0.22%
76,744
+3,722
97
$8.21M 0.22%
118,009
+29,803
98
$8.07M 0.22%
161,135
+49,080
99
$7.98M 0.22%
134,658
+119,687
100
$7.9M 0.21%
84,001
+1,973
2 3
4
5 6