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
1601
– –
-8,666
1602
– –
-44,365
1603
– –
-2,525
1604
– –
-15,247
1605
– –
-9,747
1606
– –
-10,784
1607
– –
-43,610
1608
– –
-15,683
1609
– –
-24,556
1610
– –
-38,521
1611
– –
-3,041
1612
– –
-3,177
1613
– –
-807
1614
– –
-3,398
1615
– –
-10,138
1616
– –
-2,295
1617
– –
-7,720
1618
– –
-2,191
1619
– –
-39,952
1620
– –
-430
1621
– –
-4,407
1622
– –
-39
1623
– –
-36,138
1624
– –
-4,697
1625
– –
-5,280
63 64
65
66 67