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
1626
– –
-2,504
1627
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-11,850
1628
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-3,738
1629
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-4,195
1630
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-13,068
1631
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-7,739
1632
– –
-11,776
1633
– –
-19,026
1634
– –
-8,491
1635
– –
-4,001
1636
– –
-13,122
1637
– –
-8,763
1638
– –
-17,250
1639
– –
-1,749
1640
– –
-7,824
1641
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-5,262
1642
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-2,596
1643
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-38,432
1644
– –
-13,423
1645
– –
-3,215
1646
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-27,210
1647
– –
-8,737
1648
– –
-11,000
1649
– –
-7,874
1650
– –
-15,740
63 64 65
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