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
451
$1.31M 0.04%
20,084
+2,780
452
$1.3M 0.04%
19,459
+507
453
$1.3M 0.04%
1,022
+22
454
$1.29M 0.04%
47,334
+1,314
455
$1.29M 0.03%
19,340
+725
456
$1.29M 0.03%
133,957
-828
457
$1.29M 0.03%
113,914
+250
458
$1.28M 0.03%
5,479
+1,160
459
$1.28M 0.03%
8,457
+2,337
460
$1.27M 0.03%
55,254
+923
461
$1.26M 0.03%
12,554
-21,254
462
$1.25M 0.03%
3,321
+600
463
$1.25M 0.03%
73,653
+23,865
464
$1.25M 0.03%
6,266
+1,229
465
$1.24M 0.03%
2,855
+172
466
$1.23M 0.03%
7,074
+193
467
$1.22M 0.03%
41,640
-68,320
468
$1.22M 0.03%
19,786
+186
469
$1.21M 0.03%
7,966
+1,050
470
$1.21M 0.03%
140,001
+9,920
471
$1.2M 0.03%
36,493
+9,460
472
$1.2M 0.03%
16,827
+68
473
$1.19M 0.03%
9,665
+1,481
474
$1.19M 0.03%
10,980
+1,574
475
$1.18M 0.03%
12,023
-3,854
17 18
19
20 21