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
1276
$201K 0.01%
5,823
+371
1277
$201K 0.01%
3,112
+399
1278
$201K 0.01%
+530
1279
$200K 0.01%
15,517
+1,133
1280
$200K 0.01%
16,943
+4,122
1281
$198K 0.01%
21,648
1282
$196K 0.01%
10,700
-1,855
1283
$196K 0.01%
20,131
-12
1284
$188K 0.01%
12,895
+1,244
1285
$187K 0.01%
+12,823
1286
$187K 0.01%
76,800
+6,800
1287
$187K 0.01%
18,241
+598
1288
$186K 0.01%
+10,512
1289
$186K 0.01%
15,837
+2,984
1290
$182K ﹤0.01%
16,336
-655
1291
$182K ﹤0.01%
12,386
-8,702
1292
$181K ﹤0.01%
18,822
+5,159
1293
$180K ﹤0.01%
+12,571
1294
$176K ﹤0.01%
+10,139
1295
$176K ﹤0.01%
17,660
+700
1296
$171K ﹤0.01%
22,386
+7,651
1297
$171K ﹤0.01%
15,662
+2,208
1298
$170K ﹤0.01%
19,240
-1,000
1299
$170K ﹤0.01%
18,954
-54,665
1300
$169K ﹤0.01%
16,699
-130
50 51
52
53 54