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
401
$1.68M 0.05%
47,230
+6,056
402
$1.66M 0.05%
10,787
-23,838
403
$1.66M 0.04%
7,254
+966
404
$1.65M 0.04%
40,590
+6,305
405
$1.63M 0.04%
16,351
+4,302
406
$1.63M 0.04%
5,731
+449
407
$1.63M 0.04%
44,144
+2,301
408
$1.62M 0.04%
11,464
+248
409
$1.62M 0.04%
125,755
-3,432
410
$1.59M 0.04%
75,513
-9,294
411
$1.59M 0.04%
23,504
+6,224
412
$1.59M 0.04%
3,981
+680
413
$1.58M 0.04%
9,695
+7,043
414
$1.57M 0.04%
41,031
+5,819
415
$1.57M 0.04%
15,279
+3,169
416
$1.55M 0.04%
15,513
-593
417
$1.54M 0.04%
84,700
+8,852
418
$1.53M 0.04%
29,534
+15,871
419
$1.53M 0.04%
30,310
-33,989
420
$1.5M 0.04%
25,916
+1,739
421
$1.49M 0.04%
6,629
+566
422
$1.49M 0.04%
74,738
-3,574
423
$1.47M 0.04%
20,542
-9,028
424
$1.46M 0.04%
9,435
+2,417
425
$1.46M 0.04%
29,547
+4,549
15 16
17
18 19