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
251
$3.04M 0.09%
27,970
+819
252
$3.02M 0.09%
137,728
-4,121
253
$3M 0.09%
234,206
-55,594
254
$2.97M 0.09%
52,317
-1,821
255
$2.95M 0.09%
78,547
+1,107
256
$2.94M 0.08%
48,743
-409
257
$2.93M 0.08%
63,527
-4,600
258
$2.92M 0.08%
160,151
-28,898
259
$2.91M 0.08%
42,369
-897
260
$2.9M 0.08%
130,674
+51,582
261
$2.89M 0.08%
36,735
+2,825
262
$2.88M 0.08%
36,165
-3,700
263
$2.87M 0.08%
47,103
+3,700
264
$2.85M 0.08%
7,370
+57
265
$2.84M 0.08%
39,102
-1,409
266
$2.81M 0.08%
34,911
+966
267
$2.8M 0.08%
27,116
+18,071
268
$2.79M 0.08%
29,956
+7,163
269
$2.78M 0.08%
53,635
+1,674
270
$2.78M 0.08%
20,235
-392
271
$2.77M 0.08%
4,203
-129
272
$2.76M 0.08%
7,690
+1,795
273
$2.75M 0.08%
287,555
-109,773
274
$2.75M 0.08%
108,578
+5,516
275
$2.72M 0.08%
27,682
+2,170
9 10
11
12 13