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
976
$345K 0.01%
4,395
-2,136
977
$344K 0.01%
13,819
+24
978
$344K 0.01%
4,402
+779
979
$344K 0.01%
17,377
+6,201
980
$343K 0.01%
6,471
-1,439
981
$341K 0.01%
2,378
-91
982
$341K 0.01%
9,066
+1,532
983
$339K 0.01%
11,183
+2,133
984
$339K 0.01%
11,485
+1,845
985
$339K 0.01%
+13,071
986
$338K 0.01%
27,444
-5,089
987
$337K 0.01%
+15,196
988
$337K 0.01%
4,344
+1,133
989
$337K 0.01%
4,733
+44
990
$335K 0.01%
10,972
-524
991
$335K 0.01%
6,132
-100
992
$335K 0.01%
24,178
+13
993
$335K 0.01%
12,768
+358
994
$334K 0.01%
2,917
+299
995
$334K 0.01%
4,583
+996
996
$334K 0.01%
4,923
-310
997
$333K 0.01%
1,446
-1,317
998
$332K 0.01%
8,483
-538
999
$332K 0.01%
4,472
+1,099
1000
$331K 0.01%
5,521
+875
38 39
40
41 42