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
851
$444K 0.01%
28,803
-859
852
$444K 0.01%
11,590
853
$444K 0.01%
23,559
-1,062
854
$443K 0.01%
53,432
+6,095
855
$443K 0.01%
3,945
+873
856
$443K 0.01%
3,660
+105
857
$443K 0.01%
19,753
-13,888
858
$441K 0.01%
7,158
+1,988
859
$439K 0.01%
8,738
+325
860
$439K 0.01%
35,800
-23,900
861
$437K 0.01%
16,645
+2,967
862
$437K 0.01%
4,348
+1,498
863
$436K 0.01%
+16,050
864
$434K 0.01%
13,879
+1,554
865
$433K 0.01%
1,972
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866
$432K 0.01%
2,114
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867
$432K 0.01%
5,172
+108
868
$431K 0.01%
+1,978
869
$431K 0.01%
15,621
+1,215
870
$431K 0.01%
19,989
-4,680
871
$430K 0.01%
7,606
-233
872
$429K 0.01%
44,836
-2,573
873
$429K 0.01%
9,641
-6,160
874
$428K 0.01%
7,104
+1,335
875
$427K 0.01%
6,358
-56
33 34
35
36 37