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
151
$5.34M 0.14%
26,343
-5,390
152
$5.31M 0.14%
55,982
-7,141
153
$5.22M 0.14%
64,401
-11,889
154
$5.15M 0.14%
414,790
-22,975
155
$5.1M 0.14%
67,577
-23,169
156
$5.09M 0.14%
78,636
+6,315
157
$4.95M 0.13%
23,808
+639
158
$4.91M 0.13%
18,433
-347
159
$4.91M 0.13%
53,996
+9,832
160
$4.9M 0.13%
40,693
-5,454
161
$4.88M 0.13%
76,937
+47,805
162
$4.83M 0.13%
301,615
+160,480
163
$4.81M 0.13%
108,416
+5,666
164
$4.72M 0.13%
29,550
+3,525
165
$4.7M 0.13%
86,291
+2,200
166
$4.68M 0.13%
21,933
+1,142
167
$4.64M 0.13%
29,198
+341
168
$4.59M 0.12%
191,298
-11,017
169
$4.59M 0.12%
38,175
+1,552
170
$4.55M 0.12%
269,988
+10,686
171
$4.53M 0.12%
53,805
-9,053
172
$4.52M 0.12%
1,155,943
+262,705
173
$4.49M 0.12%
135,330
-14,480
174
$4.46M 0.12%
125,498
+7,424
175
$4.41M 0.12%
42,666
-5,328
5 6
7
8 9