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BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 28.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.54%
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
+$17.3M
2
+$12.1M
3
+$10.8M
4
HYZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
+$9.27M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$7.69M

Top Sells

1
+$109M
2
+$49.5M
3
+$48.8M
4
CVX icon
Chevron
CVX
+$36M
5
AZO icon
AutoZone
AZO
+$31.8M

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
1601
– –
-562
1602
– –
-11,796
1603
– –
-2,504
1604
– –
-11,850
1605
– –
-3,738
1606
– –
-4,195
1607
– –
-1,307
1608
– –
-7,739
1609
– –
-11,776
1610
– –
-19,026
1611
– –
-8,491
1612
– –
-4,001
1613
– –
-13,122
1614
– –
-8,763
1615
– –
-17,250
1616
– –
-1,749
1617
– –
-7,824
1618
– –
-5,262
1619
– –
-2,596
1620
– –
-38,432
1621
– –
-13,423
1622
– –
-3,215
1623
– –
-27,210
1624
– –
-8,737
1625
– –
-11,000
63 64
65
66 67