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
901
$406K 0.01%
8,589
-6,843
902
$403K 0.01%
20,709
-6,191
903
$403K 0.01%
+8,813
904
$401K 0.01%
78,479
-8,100
905
$399K 0.01%
3,018
+423
906
$399K 0.01%
25,950
-800
907
$398K 0.01%
8,227
-11
908
$398K 0.01%
1,988
-269
909
$397K 0.01%
8,501
-45,515
910
$396K 0.01%
7,465
+2,165
911
$396K 0.01%
+8,329
912
$396K 0.01%
2,361
+177
913
$395K 0.01%
4,083
+1,279
914
$394K 0.01%
40,495
+1,448
915
$394K 0.01%
5,878
-13
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$394K 0.01%
4,534
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917
$392K 0.01%
6,177
+600
918
$392K 0.01%
39,157
+11,202
919
$391K 0.01%
5,087
+1,673
920
$389K 0.01%
38,200
+9,000
921
$389K 0.01%
107,047
-25,480
922
$388K 0.01%
37,518
+2,529
923
$388K 0.01%
70,010
924
$388K 0.01%
11,603
-4,563
925
$387K 0.01%
5,805
-2,914
35 36
37
38 39