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
1251
$209K 0.01%
5,160
-2,188
1252
$209K 0.01%
1,035
+64
1253
$209K 0.01%
+1,752
1254
$208K 0.01%
+7,345
1255
$208K 0.01%
16,055
+564
1256
$208K 0.01%
2,014
-654
1257
$208K 0.01%
9,042
-2,558
1258
$207K 0.01%
+6,103
1259
$207K 0.01%
5,925
1260
$207K 0.01%
14,081
-34,700
1261
$207K 0.01%
3,814
-410
1262
$206K 0.01%
36,803
-1,356
1263
$205K 0.01%
+9,450
1264
$205K 0.01%
8,249
-1,063
1265
$205K 0.01%
3,588
-160
1266
$204K 0.01%
+8,687
1267
$204K 0.01%
+1,737
1268
$204K 0.01%
593
-25
1269
$204K 0.01%
+4,513
1270
$203K 0.01%
+2,618
1271
$203K 0.01%
+6,757
1272
$202K 0.01%
+8,309
1273
$202K 0.01%
3,098
-353
1274
$202K 0.01%
10,255
+9,400
1275
$201K 0.01%
+3,107
49 50
51
52 53