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
1101
$267K 0.01%
2,716
+118
1102
$266K 0.01%
2,585
-10,879
1103
$265K 0.01%
1,448
+26
1104
$265K 0.01%
+5,284
1105
$265K 0.01%
3,489
+238
1106
$264K 0.01%
51,520
+3,761
1107
$264K 0.01%
2,194
+47
1108
$264K 0.01%
238
+75
1109
$263K 0.01%
12,308
+1,850
1110
$263K 0.01%
+3,126
1111
$262K 0.01%
3,969
+435
1112
$262K 0.01%
13,853
-4
1113
$262K 0.01%
8,500
1114
$262K 0.01%
+2,169
1115
$262K 0.01%
+6,299
1116
$261K 0.01%
4,767
+14
1117
$261K 0.01%
27,395
-1,734
1118
$261K 0.01%
10,125
1119
$261K 0.01%
3,829
-555
1120
$261K 0.01%
+16,108
1121
$260K 0.01%
+7,550
1122
$259K 0.01%
1,420
-2,875
1123
$259K 0.01%
+3,816
1124
$259K 0.01%
+8,758
1125
$259K 0.01%
38,871
-597
43 44
45
46 47