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
1051
$291K 0.01%
4,455
-100
1052
$290K 0.01%
30,297
-16,181
1053
$288K 0.01%
14,524
-2,600
1054
$288K 0.01%
8,251
-950
1055
$287K 0.01%
9,058
1056
$286K 0.01%
3,428
-153
1057
$286K 0.01%
6,920
-2,182
1058
$285K 0.01%
2,133
-91
1059
$285K 0.01%
3,525
-1,208
1060
$285K 0.01%
13,653
+3,649
1061
$285K 0.01%
6,773
-177
1062
$284K 0.01%
72,535
-1,250
1063
$284K 0.01%
+14,826
1064
$284K 0.01%
15,522
1065
$284K 0.01%
1,919
+85
1066
$283K 0.01%
16,241
-2,952
1067
$283K 0.01%
1,636
+396
1068
$282K 0.01%
63,990
1069
$281K 0.01%
2,100
+200
1070
$281K 0.01%
+9,036
1071
$280K 0.01%
4,278
+624
1072
$280K 0.01%
+1,195
1073
$279K 0.01%
4,913
-5,379
1074
$279K 0.01%
11,763
-17,054
1075
$279K 0.01%
25,470
-3,399
41 42
43
44 45