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
$3.08B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,511
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$6.61M
3
+$6.37M
4
CRWD icon
CrowdStrike
CRWD
+$6.32M
5
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$6.25M

Top Sells

1
+$15.7M
2
+$10.4M
3
+$8.08M
4
CAPD
iPath Shiller CAPE ETN
CAPD
+$8.06M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$7.95M

Sector Composition

1 Technology 15.73%
2 Consumer Discretionary 7.35%
3 Healthcare 7.04%
4 Financials 6.1%
5 Communication Services 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.94M 0.1%
26,715
+1,885
252
$2.93M 0.1%
5,626
-624
253
$2.92M 0.09%
89,078
-3,284
254
$2.92M 0.09%
196,432
+15,432
255
$2.88M 0.09%
37,139
+3,242
256
$2.86M 0.09%
48,966
-2,667
257
$2.84M 0.09%
45,750
+10,763
258
$2.84M 0.09%
65,412
+10,026
259
$2.81M 0.09%
36,085
-2,015
260
$2.8M 0.09%
33,900
+229
261
$2.79M 0.09%
+15,430
262
$2.76M 0.09%
39,927
+3,918
263
$2.75M 0.09%
123,110
+73,210
264
$2.73M 0.09%
53,969
-8,026
265
$2.72M 0.09%
3,391
+367
266
$2.71M 0.09%
24,170
-992
267
$2.71M 0.09%
20,951
+567
268
$2.7M 0.09%
16,290
+845
269
$2.7M 0.09%
30,670
+1,418
270
$2.68M 0.09%
36,961
-174
271
$2.66M 0.09%
104,012
-1,760
272
$2.63M 0.09%
38,263
+8,148
273
$2.63M 0.09%
17,263
+1,782
274
$2.61M 0.08%
33,414
-4,567
275
$2.61M 0.08%
16,012
-1,508
9 10
11
12 13