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
751
$547K 0.01%
20,190
+85
752
$546K 0.01%
3,514
-4,895
753
$546K 0.01%
19,338
-14,689
754
$546K 0.01%
12,315
+402
755
$540K 0.01%
17,631
+5,649
756
$538K 0.01%
4,889
+339
757
$538K 0.01%
1,092
+294
758
$535K 0.01%
9,974
+4,356
759
$533K 0.01%
24,092
+900
760
$531K 0.01%
+27,142
761
$530K 0.01%
23,707
+3,778
762
$527K 0.01%
49,007
+5,824
763
$526K 0.01%
5,664
+512
764
$526K 0.01%
10,586
+155
765
$525K 0.01%
2,211
+1,277
766
$525K 0.01%
16,168
+2,656
767
$524K 0.01%
6,717
+1,000
768
$523K 0.01%
16,874
769
$523K 0.01%
1,612
+583
770
$519K 0.01%
2,417
+525
771
$519K 0.01%
27,027
+3,191
772
$518K 0.01%
28,359
+870
773
$516K 0.01%
7,071
+933
774
$515K 0.01%
37,564
+11,318
775
$514K 0.01%
2,648
+940
29 30
31
32 33