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
1126
$259K 0.01%
9,458
-1,132
1127
$258K 0.01%
56,152
-2,178
1128
$258K 0.01%
3,072
+72
1129
$257K 0.01%
15,594
+2,752
1130
$257K 0.01%
3,096
+679
1131
$256K 0.01%
4,061
+50
1132
$255K 0.01%
7,253
+2,003
1133
$254K 0.01%
4,724
+725
1134
$254K 0.01%
+7,530
1135
$253K 0.01%
3,223
-3
1136
$253K 0.01%
26,120
1137
$252K 0.01%
20,034
+85
1138
$252K 0.01%
+16,192
1139
$251K 0.01%
4,976
-2,341
1140
$251K 0.01%
20,564
1141
$251K 0.01%
+7,635
1142
$251K 0.01%
9,299
-2,416
1143
$251K 0.01%
15,213
+3,123
1144
$251K 0.01%
23,783
+5,257
1145
$251K 0.01%
10,044
-1,494
1146
$250K 0.01%
+17,363
1147
$250K 0.01%
+1,830
1148
$249K 0.01%
45,312
+1,885
1149
$249K 0.01%
15,154
+127
1150
$249K 0.01%
17,060
-1,391
44 45
46
47 48