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
351
$2.01M 0.05%
50,229
+16,945
352
$2M 0.05%
57,133
-7,191
353
$2M 0.05%
48,039
-18,088
354
$2M 0.05%
43,522
-1,726
355
$2M 0.05%
54,265
+12,381
356
$2M 0.05%
13,188
+588
357
$1.99M 0.05%
15,462
-1,542
358
$1.99M 0.05%
22,946
+7,307
359
$1.99M 0.05%
30,899
+4,364
360
$1.98M 0.05%
88,903
+44,826
361
$1.98M 0.05%
140,459
+1,357
362
$1.97M 0.05%
10,126
+1,313
363
$1.97M 0.05%
32,777
+228
364
$1.96M 0.05%
36,174
+3,341
365
$1.96M 0.05%
63,776
+14,528
366
$1.95M 0.05%
25,936
-3,371
367
$1.95M 0.05%
160,270
+18,587
368
$1.94M 0.05%
+10,170
369
$1.93M 0.05%
27,710
-44,565
370
$1.93M 0.05%
24,508
-4,430
371
$1.9M 0.05%
4,275
+73
372
$1.88M 0.05%
18,111
-529
373
$1.88M 0.05%
56,020
+8,176
374
$1.87M 0.05%
14,763
+3,613
375
$1.87M 0.05%
8,443
+1,140
13 14
15
16 17