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
1176
$236K 0.01%
2,980
+562
1177
$235K 0.01%
2,025
-2,814
1178
$235K 0.01%
+5,442
1179
$234K 0.01%
9,115
-9,895
1180
$234K 0.01%
29,934
1181
$234K 0.01%
28,395
1182
$234K 0.01%
1,869
-1,073
1183
$232K 0.01%
2,849
-749
1184
$232K 0.01%
7,348
-1,569
1185
$232K 0.01%
16,881
-12,650
1186
$231K 0.01%
+9,560
1187
$231K 0.01%
+616
1188
$231K 0.01%
1,450
-133
1189
$230K 0.01%
10,749
-3,146
1190
$230K 0.01%
10,706
+304
1191
$229K 0.01%
+3,412
1192
$228K 0.01%
9,535
-183
1193
$227K 0.01%
+6,246
1194
$227K 0.01%
+9,150
1195
$227K 0.01%
1,762
+189
1196
$226K 0.01%
22,236
-2,142
1197
$226K 0.01%
4,650
+389
1198
$226K 0.01%
9,632
+32
1199
$226K 0.01%
6,698
1200
$226K 0.01%
4,538
-14,446
46 47
48
49 50