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
801
$490K 0.01%
1,991
+625
802
$490K 0.01%
4,493
+106
803
$489K 0.01%
50,407
-3,541
804
$488K 0.01%
8,742
+2,103
805
$487K 0.01%
3,817
+212
806
$486K 0.01%
22,448
+4,604
807
$485K 0.01%
2,405
+34
808
$485K 0.01%
1,170
-3
809
$484K 0.01%
68,860
+2,644
810
$483K 0.01%
9,877
+498
811
$483K 0.01%
17,146
-7,380
812
$482K 0.01%
4,427
+94
813
$481K 0.01%
3,846
+332
814
$479K 0.01%
61,796
+12,469
815
$477K 0.01%
3,974
-369
816
$477K 0.01%
12,600
+2,697
817
$476K 0.01%
4,451
+455
818
$474K 0.01%
4,336
+1,495
819
$474K 0.01%
4,697
+1,399
820
$474K 0.01%
20,726
+1,596
821
$470K 0.01%
22,192
+490
822
$470K 0.01%
1,712
+389
823
$469K 0.01%
10,286
+470
824
$468K 0.01%
18,644
+5,230
825
$467K 0.01%
15,710
+1,750
31 32
33
34 35