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
101
$7.89M 0.21%
28,783
+501
102
$7.88M 0.21%
41,092
-88,614
103
$7.82M 0.21%
326,588
-1,258
104
$7.8M 0.21%
75,899
-79,581
105
$7.7M 0.21%
111,877
-33,154
106
$7.66M 0.21%
79,042
+857
107
$7.56M 0.2%
104,513
+1,203
108
$7.51M 0.2%
84,486
-8,686
109
$7.49M 0.2%
200,337
-28,896
110
$7.42M 0.2%
84,071
+1,641
111
$7.32M 0.2%
+144,283
112
$7.24M 0.2%
107,899
+6,786
113
$7.21M 0.19%
31,395
+709
114
$7.2M 0.19%
71,053
+32,172
115
$7.12M 0.19%
211,361
+3,019
116
$7.08M 0.19%
17,313
+1,227
117
$7.08M 0.19%
545,138
-138,922
118
$7.03M 0.19%
256,915
-816,656
119
$7.01M 0.19%
45,343
-1,422
120
$7M 0.19%
63,045
+1,840
121
$6.93M 0.19%
28,661
-20,282
122
$6.88M 0.19%
41,826
-1,489
123
$6.85M 0.19%
21,183
+3,393
124
$6.63M 0.18%
63,125
-27,077
125
$6.5M 0.18%
88,314
-662
3 4
5
6 7