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
1151
$248K 0.01%
+166
1152
$248K 0.01%
3,936
+828
1153
$246K 0.01%
2,022
+333
1154
$246K 0.01%
5,111
+832
1155
$246K 0.01%
29,324
+5,519
1156
$245K 0.01%
+2,276
1157
$243K 0.01%
1,483
-1,794
1158
$242K 0.01%
18,375
1159
$242K 0.01%
+6,356
1160
$241K 0.01%
+7,927
1161
$241K 0.01%
+5,975
1162
$240K 0.01%
15,829
-6,037
1163
$240K 0.01%
+5,744
1164
$239K 0.01%
1,408
+65
1165
$239K 0.01%
1,945
+150
1166
$239K 0.01%
16,379
+3,680
1167
$239K 0.01%
17,397
-1,162
1168
$238K 0.01%
3,075
-2,786
1169
$237K 0.01%
18,515
+1,329
1170
$237K 0.01%
+4,092
1171
$237K 0.01%
6,393
-660
1172
$237K 0.01%
12,344
-3,581
1173
$237K 0.01%
31,131
+1,163
1174
$237K 0.01%
31,001
-2,334
1175
$236K 0.01%
34,011
+5,300
45 46
47
48 49