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
1401
$42K ﹤0.01%
9,647
-2,006
1402
$41.9K ﹤0.01%
15,720
1403
$41K ﹤0.01%
+11,604
1404
$39.6K ﹤0.01%
17,000
-5,000
1405
$39.2K ﹤0.01%
10,419
+230
1406
$38.8K ﹤0.01%
43,600
1407
$38.8K ﹤0.01%
533
+250
1408
$38.5K ﹤0.01%
171
1409
$38.4K ﹤0.01%
14,130
-2,800
1410
$33.5K ﹤0.01%
+11,836
1411
$33.3K ﹤0.01%
403
-4,177
1412
$33.1K ﹤0.01%
20,071
1413
$32.5K ﹤0.01%
54,200
-151,512
1414
$32.3K ﹤0.01%
+14,000
1415
$28.9K ﹤0.01%
10,000
1416
$28.2K ﹤0.01%
19,849
+2,326
1417
$27.9K ﹤0.01%
12,387
1418
$24.8K ﹤0.01%
11,450
+1,419
1419
$23.3K ﹤0.01%
10,000
1420
$21.4K ﹤0.01%
+867
1421
$20.4K ﹤0.01%
+10,220
1422
$19.6K ﹤0.01%
+13,000
1423
$17.7K ﹤0.01%
11,500
1424
$17.1K ﹤0.01%
+11,101
1425
$16.4K ﹤0.01%
12,000
55 56
57
58 59