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
551
$914K 0.02%
21,116
+8,472
552
$912K 0.02%
11,020
+832
553
$911K 0.02%
13,225
-13,260
554
$908K 0.02%
8,580
+1,317
555
$907K 0.02%
71,968
+20,957
556
$905K 0.02%
1,903
-2,003
557
$896K 0.02%
46,347
+472
558
$895K 0.02%
6,160
+545
559
$893K 0.02%
3,475
+97
560
$889K 0.02%
10,380
-228
561
$889K 0.02%
8,082
+3,062
562
$889K 0.02%
17,844
+3,917
563
$889K 0.02%
70,379
+10,706
564
$888K 0.02%
16,104
+2,058
565
$886K 0.02%
6,762
+691
566
$884K 0.02%
7,890
-14
567
$883K 0.02%
19,086
+1,046
568
$879K 0.02%
16,445
+110
569
$877K 0.02%
22,761
+4,421
570
$866K 0.02%
49,511
+9,667
571
$863K 0.02%
4,368
+1,177
572
$862K 0.02%
5,692
+2,416
573
$860K 0.02%
17,124
+4,499
574
$860K 0.02%
+26,531
575
$859K 0.02%
4,777
+1,469
21 22
23
24 25