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
1326
$135K ﹤0.01%
17,383
1327
$135K ﹤0.01%
14,683
1328
$134K ﹤0.01%
11,191
+1,151
1329
$133K ﹤0.01%
+12,131
1330
$132K ﹤0.01%
+10,973
1331
$131K ﹤0.01%
17,011
-6,058
1332
$128K ﹤0.01%
15,120
+4,986
1333
$128K ﹤0.01%
11,430
-17,725
1334
$127K ﹤0.01%
18,729
-67,952
1335
$127K ﹤0.01%
+1,130
1336
$124K ﹤0.01%
+11,569
1337
$119K ﹤0.01%
102,275
+10,375
1338
$118K ﹤0.01%
14,946
-920
1339
$118K ﹤0.01%
14,371
+2,000
1340
$118K ﹤0.01%
13,828
-1,610
1341
$116K ﹤0.01%
15,350
-2,700
1342
$116K ﹤0.01%
22,322
+3,137
1343
$115K ﹤0.01%
21,000
-8,025
1344
$115K ﹤0.01%
+260,000
1345
$115K ﹤0.01%
10,790
1346
$114K ﹤0.01%
19,557
+3,900
1347
$113K ﹤0.01%
24,477
-978
1348
$112K ﹤0.01%
11,644
+302
1349
$111K ﹤0.01%
19,029
+8,193
1350
$110K ﹤0.01%
10,409
-59,265
52 53
54
55 56