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
-$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,535
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$17.3M
3
+$10.1M
4
HYZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
+$9.47M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$9.38M

Top Sells

1
+$31.6M
2
+$17.5M
3
+$8.15M
4
UTEN icon
US Treasury 10 Year Note ETF
UTEN
+$6.72M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$5.9M

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
276
$2.63M 0.07%
13,396
+186
277
$2.63M 0.07%
105,046
+236
278
$2.62M 0.07%
91,666
+656
279
$2.61M 0.07%
10,508
-926
280
$2.58M 0.07%
6,297
+952
281
$2.58M 0.07%
72,390
+63,129
282
$2.57M 0.07%
31,764
+7,268
283
$2.55M 0.07%
131,133
-21,997
284
$2.55M 0.07%
3,514
+68
285
$2.54M 0.07%
166,082
+22,546
286
$2.53M 0.07%
10,930
+1,017
287
$2.52M 0.07%
+40,246
288
$2.51M 0.07%
75,037
+6,459
289
$2.5M 0.07%
32,906
-10,934
290
$2.5M 0.07%
49,633
+10,893
291
$2.49M 0.07%
60,511
+9,884
292
$2.43M 0.07%
41,417
+3,100
293
$2.42M 0.07%
52,973
+2,140
294
$2.41M 0.07%
1,321
-1,217
295
$2.4M 0.06%
41,374
+31,046
296
$2.39M 0.06%
21,161
+349
297
$2.39M 0.06%
166,788
-2,874
298
$2.38M 0.06%
25,121
+932
299
$2.38M 0.06%
73,240
+27,494
300
$2.38M 0.06%
35,968
-2,564
10 11
12
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