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
1276
$201K 0.01%
5,823
-3,580
1277
$201K 0.01%
+3,112
1278
$201K 0.01%
530
-67
1279
$200K 0.01%
15,517
+13
1280
$200K 0.01%
16,943
-3,813
1281
$198K 0.01%
21,648
-1,000
1282
$196K 0.01%
10,700
-1,844
1283
$196K 0.01%
20,131
1284
$188K 0.01%
12,895
-28,546
1285
$187K 0.01%
12,823
+290
1286
$187K 0.01%
76,800
-2,000
1287
$187K 0.01%
18,241
+989
1288
$186K 0.01%
+10,512
1289
$186K 0.01%
15,837
-2,563
1290
$182K ﹤0.01%
16,336
-6,157
1291
$182K ﹤0.01%
12,386
+1,267
1292
$181K ﹤0.01%
18,822
-6,677
1293
$180K ﹤0.01%
+12,571
1294
$176K ﹤0.01%
10,139
-1,047
1295
$176K ﹤0.01%
17,660
+4,670
1296
$171K ﹤0.01%
22,386
+3,053
1297
$171K ﹤0.01%
15,662
-2,086
1298
$170K ﹤0.01%
+19,240
1299
$170K ﹤0.01%
+18,954
1300
$169K ﹤0.01%
16,699
-449
50 51
52
53 54