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
376
$1.85M 0.05%
30,788
+681
377
$1.84M 0.05%
83,684
+41,518
378
$1.84M 0.05%
34,387
+8,500
379
$1.84M 0.05%
14,413
-474
380
$1.83M 0.05%
26,964
+4,230
381
$1.82M 0.05%
12,537
+5,198
382
$1.81M 0.05%
10,463
+9,110
383
$1.8M 0.05%
28,257
+2,337
384
$1.79M 0.05%
48,795
+6,348
385
$1.78M 0.05%
85,716
-8,828
386
$1.77M 0.05%
29,160
+1,455
387
$1.76M 0.05%
47,150
-25,056
388
$1.76M 0.05%
238,470
+33,681
389
$1.75M 0.05%
38,096
-2,984
390
$1.75M 0.05%
9,291
-5,436
391
$1.74M 0.05%
14,082
+2,358
392
$1.74M 0.05%
15,061
+2,638
393
$1.73M 0.05%
15,612
+5,422
394
$1.72M 0.05%
32,848
+95
395
$1.7M 0.05%
+63,856
396
$1.7M 0.05%
44,796
+684
397
$1.69M 0.05%
4,623
+264
398
$1.69M 0.05%
13,755
+1,596
399
$1.69M 0.05%
4,409
-21,295
400
$1.68M 0.05%
43,328
+63
14 15
16
17 18