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
701
$609K 0.02%
3,201
+591
702
$608K 0.02%
18,081
+699
703
$608K 0.02%
12,233
+1,987
704
$607K 0.02%
19,338
-361
705
$607K 0.02%
26,252
+7,770
706
$604K 0.02%
2,456
+325
707
$604K 0.02%
19,846
+10,984
708
$604K 0.02%
2,998
+1,257
709
$602K 0.02%
42,306
-24,238
710
$600K 0.02%
17,623
+2,105
711
$599K 0.02%
5,625
+94
712
$598K 0.02%
12,466
+816
713
$598K 0.02%
40,452
+6,406
714
$597K 0.02%
6,153
+289
715
$597K 0.02%
2,689
+590
716
$593K 0.02%
275,765
+249,265
717
$591K 0.02%
19,628
+1,843
718
$590K 0.02%
5,281
+1,711
719
$587K 0.02%
26,977
+8,775
720
$586K 0.02%
7,798
+384
721
$585K 0.02%
3,761
+111
722
$583K 0.02%
13,892
-107
723
$582K 0.02%
15,532
+281
724
$576K 0.02%
11,157
+5
725
$573K 0.02%
4,433
+1,437
27 28
29
30 31