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
1351
$110K ﹤0.01%
50,166
+8,625
1352
$109K ﹤0.01%
16,940
1353
$108K ﹤0.01%
+11,269
1354
$106K ﹤0.01%
+12,199
1355
$106K ﹤0.01%
13,385
-875
1356
$105K ﹤0.01%
6,208
+455
1357
$105K ﹤0.01%
+11,229
1358
$105K ﹤0.01%
+12,550
1359
$99.7K ﹤0.01%
20,520
1360
$98.5K ﹤0.01%
50,000
1361
$94.4K ﹤0.01%
18,655
-1,900
1362
$94.3K ﹤0.01%
36,566
+3,234
1363
$93.5K ﹤0.01%
1,546
-167
1364
$93.4K ﹤0.01%
64,395
-47,429
1365
$92.9K ﹤0.01%
12,337
-3,100
1366
$92K ﹤0.01%
13,000
1367
$90.8K ﹤0.01%
20,188
+4,544
1368
$89.7K ﹤0.01%
18,191
1369
$86.1K ﹤0.01%
14,550
1370
$85K ﹤0.01%
23,356
1371
$83.6K ﹤0.01%
49,150
-114,200
1372
$82.4K ﹤0.01%
15,400
1373
$82.2K ﹤0.01%
17,133
+6,923
1374
$81.1K ﹤0.01%
+15,146
1375
$80.1K ﹤0.01%
13,116
-150
53 54
55
56 57