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
1301
$168K ﹤0.01%
16,290
-6,665
1302
$166K ﹤0.01%
+11,500
1303
$164K ﹤0.01%
19,460
-1,170
1304
$164K ﹤0.01%
18,408
-1,240
1305
$162K ﹤0.01%
16,098
+4,152
1306
$162K ﹤0.01%
15,450
-61
1307
$161K ﹤0.01%
12,282
+700
1308
$156K ﹤0.01%
11,361
-3,417
1309
$156K ﹤0.01%
17,674
-3,700
1310
$155K ﹤0.01%
10,354
-7,918
1311
$154K ﹤0.01%
25,119
+2,430
1312
$153K ﹤0.01%
13,905
+1,805
1313
$153K ﹤0.01%
18,538
-1,614
1314
$151K ﹤0.01%
10,318
-1,093
1315
$151K ﹤0.01%
31,360
+5,688
1316
$149K ﹤0.01%
16,182
+693
1317
$147K ﹤0.01%
24,365
-725
1318
$144K ﹤0.01%
12,062
+857
1319
$143K ﹤0.01%
11,500
-258
1320
$142K ﹤0.01%
10,673
+42
1321
$142K ﹤0.01%
20,829
-3,006
1322
$141K ﹤0.01%
19,100
1323
$139K ﹤0.01%
22,910
1324
$136K ﹤0.01%
+12,970
1325
$135K ﹤0.01%
13,705
-2,448
51 52
53
54 55