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
826
$466K 0.01%
6,238
-43,662
827
$466K 0.01%
16,906
-13,000
828
$465K 0.01%
5,316
+187
829
$464K 0.01%
15,249
+5,850
830
$462K 0.01%
6,142
+122
831
$461K 0.01%
16,936
-1,642
832
$460K 0.01%
2,683
-4,618
833
$460K 0.01%
18,720
-1,150
834
$459K 0.01%
5,083
+40
835
$457K 0.01%
7,180
+3,980
836
$456K 0.01%
50,000
837
$455K 0.01%
7,046
+921
838
$454K 0.01%
16,778
-14,632
839
$454K 0.01%
27,146
+10,511
840
$453K 0.01%
4,468
-29
841
$452K 0.01%
2,554
+1,070
842
$450K 0.01%
4,156
+100
843
$448K 0.01%
1,019
-55
844
$448K 0.01%
36,041
+1,925
845
$447K 0.01%
14,829
+2,363
846
$446K 0.01%
13,519
+6,965
847
$446K 0.01%
4,867
-15,979
848
$446K 0.01%
+24,014
849
$444K 0.01%
71,001
-9,500
850
$444K 0.01%
4,821
+779
32 33
34
35 36