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
1326
$135K ﹤0.01%
17,383
+2,138
1327
$135K ﹤0.01%
+14,683
1328
$134K ﹤0.01%
11,191
-22,444
1329
$133K ﹤0.01%
+12,131
1330
$132K ﹤0.01%
+10,973
1331
$131K ﹤0.01%
+17,011
1332
$128K ﹤0.01%
+15,120
1333
$128K ﹤0.01%
11,430
-520
1334
$127K ﹤0.01%
18,729
1335
$127K ﹤0.01%
+1,130
1336
$124K ﹤0.01%
11,569
+1,363
1337
$119K ﹤0.01%
102,275
+6,250
1338
$118K ﹤0.01%
14,946
+1,022
1339
$118K ﹤0.01%
14,371
-709
1340
$118K ﹤0.01%
+13,828
1341
$116K ﹤0.01%
15,350
1342
$116K ﹤0.01%
22,322
-593
1343
$115K ﹤0.01%
+21,000
1344
$115K ﹤0.01%
260,000
-64,000
1345
$115K ﹤0.01%
+10,790
1346
$114K ﹤0.01%
19,557
-33
1347
$113K ﹤0.01%
24,477
-6,191
1348
$112K ﹤0.01%
+11,644
1349
$111K ﹤0.01%
19,029
+6,910
1350
$110K ﹤0.01%
10,409
-7,506
52 53
54
55 56