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
1076
$279K 0.01%
+7,886
1077
$278K 0.01%
+5,518
1078
$278K 0.01%
6,743
+570
1079
$278K 0.01%
9,065
-393
1080
$277K 0.01%
9,381
1081
$276K 0.01%
3,724
-29
1082
$276K 0.01%
3,307
-609
1083
$276K 0.01%
+12,187
1084
$276K 0.01%
2,633
+616
1085
$275K 0.01%
+4,661
1086
$275K 0.01%
2,788
+88
1087
$275K 0.01%
+6,960
1088
$275K 0.01%
36,135
+5,454
1089
$275K 0.01%
1,795
+155
1090
$274K 0.01%
3,968
+372
1091
$274K 0.01%
2,231
-130
1092
$274K 0.01%
+6,850
1093
$274K 0.01%
21,345
1094
$273K 0.01%
4,148
-125
1095
$270K 0.01%
22,848
-255
1096
$270K 0.01%
19,835
+181
1097
$269K 0.01%
4,814
-217
1098
$268K 0.01%
38,560
-1,750
1099
$268K 0.01%
8,289
1100
$267K 0.01%
33,208
-2,000
42 43
44
45 46