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
$3.47B
AUM Growth
+$328M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,535
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$14.1M
3
+$9.08M
4
AAPL icon
Apple
AAPL
+$7.49M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$5.57M

Top Sells

1
+$6.8M
2
+$4.73M
3
+$4.45M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$3.81M
5
CRWD icon
CrowdStrike
CRWD
+$3.37M

Sector Composition

1 Technology 17.24%
2 Consumer Discretionary 6.77%
3 Healthcare 6.75%
4 Financials 5.89%
5 Communication Services 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.37M 0.1%
16,811
+738
227
$3.37M 0.1%
63,801
+5,647
228
$3.36M 0.1%
53,860
+26,590
229
$3.35M 0.1%
70,402
+7,004
230
$3.34M 0.1%
14,912
+1,810
231
$3.32M 0.1%
31,346
-26
232
$3.32M 0.1%
130,404
+2,924
233
$3.31M 0.1%
84,615
-10,969
234
$3.29M 0.09%
97,727
+17,290
235
$3.27M 0.09%
102,850
-157
236
$3.25M 0.09%
47,571
-1,000
237
$3.25M 0.09%
107,921
-1,811
238
$3.24M 0.09%
70,959
+47,687
239
$3.24M 0.09%
15,183
-589
240
$3.22M 0.09%
27,133
-7,947
241
$3.21M 0.09%
28,134
-5,824
242
$3.2M 0.09%
48,197
+615
243
$3.17M 0.09%
18,857
+653
244
$3.15M 0.09%
33,345
-332
245
$3.1M 0.09%
18,415
+1,405
246
$3.09M 0.09%
42,689
+3,968
247
$3.08M 0.09%
19,579
+2,157
248
$3.08M 0.09%
51,399
-5,371
249
$3.06M 0.09%
3,614
+67
250
$3.04M 0.09%
8,638
-349
8 9
10
11 12