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
1251
$209K 0.01%
+5,160
1252
$209K 0.01%
+1,035
1253
$209K 0.01%
1,752
+234
1254
$208K 0.01%
7,345
+1,067
1255
$208K 0.01%
16,055
+3,855
1256
$208K 0.01%
+2,014
1257
$208K 0.01%
9,042
-632
1258
$207K 0.01%
6,103
-145
1259
$207K 0.01%
+5,925
1260
$207K 0.01%
14,081
-603
1261
$207K 0.01%
3,814
-605
1262
$206K 0.01%
36,803
+8,714
1263
$205K 0.01%
+9,450
1264
$205K 0.01%
+8,249
1265
$205K 0.01%
+3,588
1266
$204K 0.01%
+8,687
1267
$204K 0.01%
+1,737
1268
$204K 0.01%
593
+102
1269
$204K 0.01%
+4,513
1270
$203K 0.01%
+2,618
1271
$203K 0.01%
+6,757
1272
$202K 0.01%
8,309
+488
1273
$202K 0.01%
+3,098
1274
$202K 0.01%
10,255
-27,138
1275
$201K 0.01%
3,107
-33,807
49 50
51
52 53