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
301
$2.36M 0.06%
30,618
+1,199
302
$2.34M 0.06%
28,653
-4,564
303
$2.33M 0.06%
20,792
+6,780
304
$2.33M 0.06%
82,918
+11,916
305
$2.32M 0.06%
132,483
+4,649
306
$2.31M 0.06%
16,036
+1,407
307
$2.3M 0.06%
21,687
-889
308
$2.3M 0.06%
5,024
+115
309
$2.3M 0.06%
76,275
+16,402
310
$2.29M 0.06%
9,105
+974
311
$2.27M 0.06%
10,873
+297
312
$2.25M 0.06%
23,787
-133
313
$2.25M 0.06%
25,440
+3,033
314
$2.24M 0.06%
18,369
+572
315
$2.24M 0.06%
180,378
-18,695
316
$2.23M 0.06%
40,429
+27,100
317
$2.23M 0.06%
30,198
+3,794
318
$2.22M 0.06%
16,943
+264
319
$2.2M 0.06%
8,511
+847
320
$2.19M 0.06%
39,956
+1,850
321
$2.19M 0.06%
49,085
+16,336
322
$2.19M 0.06%
24,200
+2,521
323
$2.18M 0.06%
7,466
+1,545
324
$2.17M 0.06%
15,703
+1,218
325
$2.17M 0.06%
14,955
+834
11 12
13
14 15