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
576
$859K 0.02%
1,763
-278
577
$859K 0.02%
16,270
+5,564
578
$857K 0.02%
13,225
+4,657
579
$856K 0.02%
5,855
+2,326
580
$855K 0.02%
4,759
+1,009
581
$853K 0.02%
140,069
-31
582
$853K 0.02%
13,881
+1,016
583
$853K 0.02%
69,793
+8,370
584
$853K 0.02%
51,735
+17,665
585
$844K 0.02%
3,432
+1,196
586
$843K 0.02%
27,850
+6,435
587
$841K 0.02%
22,248
+2,075
588
$840K 0.02%
45,026
-2,302
589
$835K 0.02%
3,373
+766
590
$834K 0.02%
8,793
+244
591
$830K 0.02%
20,231
+3,575
592
$828K 0.02%
1,006
-158
593
$822K 0.02%
1,879
+495
594
$810K 0.02%
7,539
+1,296
595
$810K 0.02%
47,487
-3,787
596
$807K 0.02%
8,869
+1,083
597
$807K 0.02%
3,837
+1,608
598
$796K 0.02%
16,551
+1,017
599
$796K 0.02%
13,133
+1,675
600
$795K 0.02%
7,041
+455
22 23
24
25 26