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
1126
$259K 0.01%
+9,458
1127
$258K 0.01%
56,152
+1,452
1128
$258K 0.01%
+3,072
1129
$257K 0.01%
15,594
+2,294
1130
$257K 0.01%
3,096
+1,065
1131
$256K 0.01%
4,061
1132
$255K 0.01%
7,253
-964
1133
$254K 0.01%
4,724
+555
1134
$254K 0.01%
+7,530
1135
$253K 0.01%
3,223
-2,132
1136
$253K 0.01%
26,120
1137
$252K 0.01%
20,034
+143
1138
$252K 0.01%
16,192
-8,398
1139
$251K 0.01%
4,976
+278
1140
$251K 0.01%
20,564
1141
$251K 0.01%
7,635
-1,699
1142
$251K 0.01%
+12,340
1143
$251K 0.01%
15,213
+491
1144
$251K 0.01%
23,783
-1,940
1145
$251K 0.01%
10,044
-3,070
1146
$250K 0.01%
17,363
+796
1147
$250K 0.01%
+1,830
1148
$249K 0.01%
45,312
+2,101
1149
$249K 0.01%
15,154
-1,966
1150
$249K 0.01%
17,060
-13,427
44 45
46
47 48