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
326
$2.17M 0.06%
27,733
-5,742
327
$2.16M 0.06%
13,016
-273
328
$2.16M 0.06%
106,184
+4,524
329
$2.16M 0.06%
102,310
-6,742
330
$2.15M 0.06%
52,939
-5,733
331
$2.14M 0.06%
42,880
+10,335
332
$2.14M 0.06%
19,632
+2,494
333
$2.14M 0.06%
+30,559
334
$2.14M 0.06%
28,519
+604
335
$2.14M 0.06%
31,197
-2,477
336
$2.12M 0.06%
9,357
-1,250
337
$2.12M 0.06%
53,453
-1,276
338
$2.11M 0.06%
10,799
+1,812
339
$2.11M 0.06%
10,482
+87
340
$2.09M 0.06%
7,305
+795
341
$2.08M 0.06%
68,309
+3,540
342
$2.08M 0.06%
36,490
+2,522
343
$2.07M 0.06%
75,430
-18,800
344
$2.07M 0.06%
4,747
+449
345
$2.07M 0.06%
23,643
+869
346
$2.04M 0.06%
10,361
+2,494
347
$2.03M 0.06%
11,619
+1,893
348
$2.03M 0.06%
193,450
-18,219
349
$2.03M 0.06%
61,964
+8,330
350
$2.02M 0.05%
17,855
+513
12 13
14
15 16