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
1026
$306K 0.01%
3,838
-74
1027
$306K 0.01%
1,265
+10
1028
$305K 0.01%
4,273
+1,050
1029
$305K 0.01%
4,427
-318
1030
$305K 0.01%
+11,710
1031
$305K 0.01%
3,456
-2,109
1032
$305K 0.01%
1,692
+559
1033
$304K 0.01%
5,609
+244
1034
$304K 0.01%
6,571
+906
1035
$303K 0.01%
4,541
-825
1036
$303K 0.01%
9,015
+350
1037
$302K 0.01%
39,344
+7,830
1038
$302K 0.01%
20,235
+1,842
1039
$301K 0.01%
16,962
+1,408
1040
$300K 0.01%
4,296
-1,000
1041
$299K 0.01%
98,956
-5,903
1042
$298K 0.01%
8,887
-200
1043
$296K 0.01%
32,813
+21,329
1044
$296K 0.01%
578
+16
1045
$295K 0.01%
3,097
-130
1046
$294K 0.01%
5,012
-372
1047
$293K 0.01%
3,969
+1,225
1048
$293K 0.01%
8,732
+1,301
1049
$291K 0.01%
5,120
-13,603
1050
$291K 0.01%
10,756
-4,136
40 41
42
43 44