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
1301
$168K ﹤0.01%
+16,290
1302
$166K ﹤0.01%
11,500
-209,550
1303
$164K ﹤0.01%
19,460
-4,913
1304
$164K ﹤0.01%
18,408
-1,232
1305
$162K ﹤0.01%
+16,098
1306
$162K ﹤0.01%
15,450
-19
1307
$161K ﹤0.01%
+12,282
1308
$156K ﹤0.01%
11,361
-2,377
1309
$156K ﹤0.01%
+17,674
1310
$155K ﹤0.01%
10,354
-2,967
1311
$154K ﹤0.01%
25,119
+1,300
1312
$153K ﹤0.01%
+13,905
1313
$153K ﹤0.01%
+18,538
1314
$151K ﹤0.01%
+10,318
1315
$151K ﹤0.01%
31,360
-3,011
1316
$149K ﹤0.01%
16,182
-688
1317
$147K ﹤0.01%
24,365
-87
1318
$144K ﹤0.01%
12,062
-938
1319
$143K ﹤0.01%
+11,500
1320
$142K ﹤0.01%
10,673
-1,252
1321
$142K ﹤0.01%
+20,829
1322
$141K ﹤0.01%
19,100
1323
$139K ﹤0.01%
22,910
+11,755
1324
$136K ﹤0.01%
12,970
+1,455
1325
$135K ﹤0.01%
13,705
-7
51 52
53
54 55