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
176
$4.35M 0.12%
30,409
+483
177
$4.31M 0.12%
142,893
+39,685
178
$4.3M 0.12%
94,717
-12,205
179
$4.29M 0.12%
46,568
-46,203
180
$4.24M 0.11%
179,580
+14,364
181
$4.23M 0.11%
7,191
-2,882
182
$4.22M 0.11%
38,199
-4,953
183
$4.17M 0.11%
55,045
-5,242
184
$4.17M 0.11%
14,595
-199
185
$4.04M 0.11%
151,337
-147,651
186
$4.03M 0.11%
39,537
+23,080
187
$3.99M 0.11%
129,869
-337,124
188
$3.99M 0.11%
9,068
-152
189
$3.96M 0.11%
111,419
-2,826
190
$3.95M 0.11%
50,433
-1,780
191
$3.95M 0.11%
91,794
-11,466
192
$3.93M 0.11%
1,548
-12,658
193
$3.9M 0.11%
37,630
+10,627
194
$3.89M 0.11%
10,437
+1,989
195
$3.87M 0.1%
461,185
-76,998
196
$3.85M 0.1%
34,044
-1,512
197
$3.83M 0.1%
91,153
+31,999
198
$3.83M 0.1%
362,470
+8,870
199
$3.79M 0.1%
7,817
+332
200
$3.76M 0.1%
15,927
+871
6 7
8
9 10