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
1376
$79.9K ﹤0.01%
11,212
+111
1377
$78.4K ﹤0.01%
+10,066
1378
$77.7K ﹤0.01%
13,283
+18
1379
$71.9K ﹤0.01%
11,285
-7,508
1380
$71.8K ﹤0.01%
16,074
+36
1381
$64.2K ﹤0.01%
12,975
1382
$61K ﹤0.01%
23,568
-108,381
1383
$60.6K ﹤0.01%
+12,400
1384
$59.6K ﹤0.01%
12,630
-1,195
1385
$57.8K ﹤0.01%
+12,200
1386
$57.5K ﹤0.01%
24,055
+102
1387
$57.4K ﹤0.01%
11,618
+35
1388
$56.6K ﹤0.01%
21,850
-21,850
1389
$55.4K ﹤0.01%
+10,906
1390
$55.1K ﹤0.01%
20,624
-18,750
1391
$54.1K ﹤0.01%
10,542
+1
1392
$51.8K ﹤0.01%
521
-183
1393
$50.9K ﹤0.01%
1,330
-24
1394
$49.4K ﹤0.01%
11,944
1395
$49K ﹤0.01%
10,282
1396
$48.3K ﹤0.01%
+10,500
1397
$45.4K ﹤0.01%
10,677
+177
1398
$44.9K ﹤0.01%
15,380
1399
$43.2K ﹤0.01%
11,540
-3,289
1400
$43.1K ﹤0.01%
5,502
-11,695
54 55
56
57 58