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
1151
$248K 0.01%
+166
1152
$248K 0.01%
3,936
+119
1153
$246K 0.01%
2,022
-546
1154
$246K 0.01%
5,111
+10
1155
$246K 0.01%
29,324
+609
1156
$245K 0.01%
2,276
-143
1157
$243K 0.01%
1,483
+20
1158
$242K 0.01%
18,375
1159
$242K 0.01%
6,356
-1,476
1160
$241K 0.01%
7,927
-36
1161
$241K 0.01%
5,975
-7,128
1162
$240K 0.01%
15,829
-41,141
1163
$240K 0.01%
5,744
1164
$239K 0.01%
1,408
+38
1165
$239K 0.01%
1,945
+400
1166
$239K 0.01%
+16,379
1167
$239K 0.01%
17,397
-52,552
1168
$238K 0.01%
3,075
-4,193
1169
$237K 0.01%
18,515
+3,221
1170
$237K 0.01%
+4,092
1171
$237K 0.01%
6,393
-2,797
1172
$237K 0.01%
12,344
-927
1173
$237K 0.01%
31,131
-990
1174
$237K 0.01%
31,001
-3,525
1175
$236K 0.01%
34,011
45 46
47
48 49