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
876
$427K 0.01%
10,886
-1
877
$426K 0.01%
45,221
-843
878
$426K 0.01%
4,907
+484
879
$425K 0.01%
5,363
+1,569
880
$423K 0.01%
3,879
+268
881
$423K 0.01%
29,830
-2,979
882
$423K 0.01%
23,950
-600
883
$423K 0.01%
2,369
+1,189
884
$420K 0.01%
15,070
-21,030
885
$419K 0.01%
6,478
-5,366
886
$416K 0.01%
3,911
+962
887
$415K 0.01%
3,958
+997
888
$415K 0.01%
9,691
+280
889
$414K 0.01%
15,937
-274
890
$413K 0.01%
4,127
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891
$413K 0.01%
9,835
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892
$413K 0.01%
16,267
+187
893
$412K 0.01%
2,787
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894
$412K 0.01%
94,629
-3,837
895
$411K 0.01%
4,897
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896
$411K 0.01%
2,464
+240
897
$410K 0.01%
799
+368
898
$410K 0.01%
21,820
+2,905
899
$409K 0.01%
5,450
-3,218
900
$408K 0.01%
4,294
+2,279
34 35
36
37 38