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
1351
$110K ﹤0.01%
50,166
-3,028
1352
$109K ﹤0.01%
16,940
-1,000
1353
$108K ﹤0.01%
+11,269
1354
$106K ﹤0.01%
12,199
+436
1355
$106K ﹤0.01%
13,385
+912
1356
$105K ﹤0.01%
6,208
+148
1357
$105K ﹤0.01%
11,229
-372
1358
$105K ﹤0.01%
12,550
-2,700
1359
$99.7K ﹤0.01%
20,520
1360
$98.5K ﹤0.01%
50,000
+35,082
1361
$94.4K ﹤0.01%
+18,655
1362
$94.3K ﹤0.01%
36,566
+10,591
1363
$93.5K ﹤0.01%
1,546
-2,759
1364
$93.4K ﹤0.01%
+64,395
1365
$92.9K ﹤0.01%
12,337
+882
1366
$92K ﹤0.01%
13,000
1367
$90.8K ﹤0.01%
20,188
1368
$89.7K ﹤0.01%
18,191
1369
$86.1K ﹤0.01%
14,550
+1,600
1370
$85K ﹤0.01%
23,356
+611
1371
$83.6K ﹤0.01%
49,150
+4,205
1372
$82.4K ﹤0.01%
15,400
1373
$82.2K ﹤0.01%
17,133
-7,991
1374
$81.1K ﹤0.01%
15,146
-24,080
1375
$80.1K ﹤0.01%
13,116
+137
53 54
55
56 57