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
976
$345K 0.01%
4,395
-286
977
$344K 0.01%
13,819
+305
978
$344K 0.01%
4,402
+640
979
$344K 0.01%
+17,377
980
$343K 0.01%
6,471
+2,616
981
$341K 0.01%
2,378
+188
982
$341K 0.01%
4,533
-4,711
983
$339K 0.01%
11,183
-8,851
984
$339K 0.01%
11,485
+915
985
$339K 0.01%
13,071
+2,982
986
$338K 0.01%
27,444
-7,086
987
$337K 0.01%
15,196
+6,758
988
$337K 0.01%
4,344
+1,680
989
$337K 0.01%
4,733
+21
990
$335K 0.01%
10,972
-900
991
$335K 0.01%
6,132
+59
992
$335K 0.01%
+24,178
993
$335K 0.01%
12,768
+4,823
994
$334K 0.01%
2,917
+541
995
$334K 0.01%
4,583
+1,931
996
$334K 0.01%
4,923
+308
997
$333K 0.01%
1,446
+521
998
$332K 0.01%
8,483
+365
999
$332K 0.01%
4,472
+308
1000
$331K 0.01%
5,521
+738
38 39
40
41 42