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
201
$3.75M 0.1%
39,984
-1,132
202
$3.73M 0.1%
63,325
-61,959
203
$3.72M 0.1%
106,449
-44,036
204
$3.71M 0.1%
13,944
-1,416
205
$3.68M 0.1%
139,475
-134,922
206
$3.68M 0.1%
20,727
+3,677
207
$3.65M 0.1%
37,845
+2,552
208
$3.65M 0.1%
22,684
+1,220
209
$3.64M 0.1%
76,215
-4,287
210
$3.59M 0.1%
97,231
-19,470
211
$3.59M 0.1%
38,965
-2,561
212
$3.55M 0.1%
11,570
+551
213
$3.49M 0.09%
42,278
+2,491
214
$3.48M 0.09%
22,342
-1,451
215
$3.42M 0.09%
45,859
+62
216
$3.4M 0.09%
217,260
-38,682
217
$3.38M 0.09%
63,232
-15,141
218
$3.37M 0.09%
14,284
+798
219
$3.3M 0.09%
101,193
+5,275
220
$3.28M 0.09%
9,443
-782
221
$3.28M 0.09%
102,069
+78,069
222
$3.24M 0.09%
30,857
+4,928
223
$3.22M 0.09%
66,687
+20,810
224
$3.21M 0.09%
21,148
+169
225
$3.21M 0.09%
108,297
+30,597
7 8
9
10 11