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
1201
$226K 0.01%
7,175
-196
1202
$225K 0.01%
7,584
-828
1203
$225K 0.01%
101,216
-58,731
1204
$224K 0.01%
34,410
+9,570
1205
$223K 0.01%
+2,529
1206
$223K 0.01%
+5,958
1207
$223K 0.01%
4,000
-206
1208
$222K 0.01%
1,848
-3,920
1209
$222K 0.01%
3,198
+131
1210
$222K 0.01%
7,522
+1,754
1211
$222K 0.01%
5,663
+8
1212
$222K 0.01%
4,691
-14,569
1213
$221K 0.01%
3,867
-650
1214
$221K 0.01%
5,224
-832
1215
$221K 0.01%
50,490
-12,430
1216
$221K 0.01%
6,939
-10,298
1217
$221K 0.01%
92,265
+5,000
1218
$221K 0.01%
64,100
+9,484
1219
$220K 0.01%
3,785
-5,166
1220
$220K 0.01%
+4,587
1221
$219K 0.01%
+3,502
1222
$219K 0.01%
+4,772
1223
$219K 0.01%
3,367
+673
1224
$219K 0.01%
5,955
+810
1225
$219K 0.01%
25,388
-728
47 48
49
50 51