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
1226
$219K 0.01%
+968
1227
$218K 0.01%
2,308
+207
1228
$218K 0.01%
17,279
-14,764
1229
$218K 0.01%
+14,113
1230
$218K 0.01%
7,999
-14,920
1231
$218K 0.01%
20,785
-2,170
1232
$217K 0.01%
5,421
+588
1233
$217K 0.01%
13,022
-491
1234
$216K 0.01%
2,791
+29
1235
$215K 0.01%
2,991
-376
1236
$214K 0.01%
+9,800
1237
$214K 0.01%
7,588
-1,774
1238
$214K 0.01%
1,626
+132
1239
$213K 0.01%
+1,917
1240
$213K 0.01%
17,439
-396
1241
$212K 0.01%
2,506
-637
1242
$212K 0.01%
38,314
+2,677
1243
$211K 0.01%
4,200
-250
1244
$211K 0.01%
+5,116
1245
$211K 0.01%
+1,405
1246
$211K 0.01%
+561
1247
$210K 0.01%
4,442
+40
1248
$210K 0.01%
+5,727
1249
$210K 0.01%
22,229
-1,069
1250
$210K 0.01%
2,895
+1,279
48 49
50
51 52