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
926
$385K 0.01%
5,684
+716
927
$385K 0.01%
9,009
+4,431
928
$384K 0.01%
2,037
+245
929
$384K 0.01%
1,109
-1,557
930
$383K 0.01%
1,623
+370
931
$383K 0.01%
7,292
+162
932
$382K 0.01%
2,446
-1,362
933
$382K 0.01%
5,468
-50
934
$382K 0.01%
+13,729
935
$380K 0.01%
17,591
-1,932
936
$378K 0.01%
+10,120
937
$378K 0.01%
5,583
-559
938
$378K 0.01%
1,187
-1,385
939
$376K 0.01%
6,771
-2,781
940
$375K 0.01%
8,810
+2,539
941
$372K 0.01%
16,559
+5,798
942
$371K 0.01%
+37,500
943
$370K 0.01%
74,240
-31
944
$370K 0.01%
10,023
-7,079
945
$370K 0.01%
40,876
+9,375
946
$369K 0.01%
13,472
+3,776
947
$369K 0.01%
10,666
+470
948
$368K 0.01%
3,273
-141
949
$366K 0.01%
6,416
+2,550
950
$365K 0.01%
11,596
-45,348
36 37
38
39 40