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
126
$6.47M 0.18%
+71,926
127
$6.42M 0.17%
11,488
-2,196
128
$6.41M 0.17%
64,051
+2,253
129
$6.38M 0.17%
99,129
-26,650
130
$6.37M 0.17%
39,914
+5,402
131
$6.36M 0.17%
31,569
+6,055
132
$6.27M 0.17%
42,555
+21,129
133
$6.27M 0.17%
64,704
+8,126
134
$6.24M 0.17%
122,561
+77,886
135
$6.15M 0.17%
409,674
+44,189
136
$6.12M 0.17%
124,028
-25,308
137
$6.05M 0.16%
117,253
+4,421
138
$6.01M 0.16%
67,714
-64,182
139
$5.8M 0.16%
116,201
-3,740
140
$5.77M 0.16%
63,205
+1,894
141
$5.74M 0.16%
151,900
-11,440
142
$5.73M 0.15%
41,742
+11,006
143
$5.72M 0.15%
130,591
+27,990
144
$5.58M 0.15%
79,876
+18,093
145
$5.57M 0.15%
58,025
+8,458
146
$5.56M 0.15%
52,466
+1,509
147
$5.55M 0.15%
114,143
-13,602
148
$5.54M 0.15%
39,112
-12,400
149
$5.45M 0.15%
16,238
+951
150
$5.38M 0.15%
35,324
+104
4 5
6
7 8