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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
1626
– –
-7,874
1627
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-15,740
1628
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-3,358
1629
– –
-10,700
1630
– –
-10,699
1631
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-24,282
1632
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-112,269
1633
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-5,773
1634
– –
-6,550
1635
– –
-3,002
1636
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-19,165
1637
– –
-18,550
1638
– –
-16,233
1639
– –
-12,184
1640
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-8,526
1641
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-9,402
1642
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-2,310
1643
– –
-61,663
1644
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-6,981
1645
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-10,500
1646
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-9,900
1647
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-648
1648
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1649
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-1,521
1650
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-2,434
63 64 65
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