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
676
$643K 0.02%
763
+9
677
$641K 0.02%
18,421
+7,423
678
$641K 0.02%
22,325
+8,281
679
$639K 0.02%
8,020
+1,034
680
$637K 0.02%
14,944
+1,803
681
$637K 0.02%
4,261
-240
682
$636K 0.02%
8,143
+3,531
683
$635K 0.02%
2,340
-8,930
684
$634K 0.02%
12,315
+1,259
685
$634K 0.02%
6,753
+3,508
686
$632K 0.02%
2,140
-280
687
$632K 0.02%
10,793
+6,716
688
$630K 0.02%
11,896
-71
689
$628K 0.02%
44,924
-6,401
690
$628K 0.02%
12,763
+8,131
691
$626K 0.02%
30,014
+1,073
692
$623K 0.02%
15,249
+9,876
693
$623K 0.02%
50,829
-8,383
694
$619K 0.02%
20,451
+5,045
695
$618K 0.02%
29,081
+280
696
$618K 0.02%
29,427
-756
697
$616K 0.02%
+27,769
698
$616K 0.02%
41,375
+29,000
699
$612K 0.02%
13,827
+1,132
700
$610K 0.02%
1,492
-1,360
26 27
28
29 30