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
126
$6.47M 0.18%
71,926
+66,176
127
$6.42M 0.17%
11,488
-1,262
128
$6.41M 0.17%
64,051
-325
129
$6.38M 0.17%
99,129
-18,427
130
$6.37M 0.17%
39,914
+4,803
131
$6.36M 0.17%
31,569
-2,426
132
$6.27M 0.17%
42,555
+7,906
133
$6.27M 0.17%
64,704
-137,628
134
$6.24M 0.17%
122,561
+10,578
135
$6.15M 0.17%
409,674
+16,784
136
$6.12M 0.17%
124,028
+118,342
137
$6.05M 0.16%
117,253
+837
138
$6.01M 0.16%
67,714
+52,985
139
$5.8M 0.16%
116,201
+612
140
$5.77M 0.16%
63,205
+9,617
141
$5.74M 0.16%
151,900
-17,750
142
$5.73M 0.15%
41,742
-23,025
143
$5.72M 0.15%
130,591
+846
144
$5.58M 0.15%
79,876
-167,573
145
$5.57M 0.15%
58,025
+3,181
146
$5.56M 0.15%
52,466
+1,835
147
$5.55M 0.15%
114,143
-11,438
148
$5.54M 0.15%
39,112
+1,445
149
$5.45M 0.15%
16,238
+523
150
$5.38M 0.15%
35,324
-211
4 5
6
7 8