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
776
$513K 0.01%
15,819
+5,700
777
$512K 0.01%
9,361
+2,115
778
$511K 0.01%
15,450
779
$511K 0.01%
48,852
+4,512
780
$511K 0.01%
25,440
-1,770
781
$510K 0.01%
11,975
+1,737
782
$510K 0.01%
20,270
+788
783
$510K 0.01%
3,561
+259
784
$509K 0.01%
11,364
+3,872
785
$507K 0.01%
20,885
-12,832
786
$506K 0.01%
9,159
+1,612
787
$505K 0.01%
10,206
-3
788
$504K 0.01%
7,404
+1,074
789
$502K 0.01%
15,565
+325
790
$501K 0.01%
3,343
+1,447
791
$500K 0.01%
+4,857
792
$499K 0.01%
50,658
+11,554
793
$498K 0.01%
8,885
+2,734
794
$498K 0.01%
111,314
+2,825
795
$495K 0.01%
8,955
+2,007
796
$494K 0.01%
12,197
+2,514
797
$494K 0.01%
20,279
-71,276
798
$494K 0.01%
52,092
+21,024
799
$492K 0.01%
6,092
+579
800
$492K 0.01%
18,311
+1,184
30 31
32
33 34