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
276
$2.6M 0.08%
10,367
+14
277
$2.58M 0.08%
19,800
-18,328
278
$2.57M 0.08%
6,798
-2,283
279
$2.57M 0.08%
25,241
+4,351
280
$2.56M 0.08%
7,175
+1,594
281
$2.56M 0.08%
12,430
+2,899
282
$2.55M 0.08%
+126,936
283
$2.54M 0.08%
25,375
+845
284
$2.54M 0.08%
56,067
+15,977
285
$2.52M 0.08%
41,434
-352
286
$2.49M 0.08%
32,149
-1,219
287
$2.47M 0.08%
13,098
+694
288
$2.47M 0.08%
16,124
+10,039
289
$2.44M 0.08%
15,501
+9,505
290
$2.44M 0.08%
24,708
-12,922
291
$2.4M 0.08%
48,336
-990
292
$2.39M 0.08%
39,502
+6,194
293
$2.38M 0.08%
99,060
-12,781
294
$2.37M 0.08%
9,781
+2,423
295
$2.36M 0.08%
6,197
+2,795
296
$2.35M 0.08%
55,420
+2,482
297
$2.35M 0.08%
39,329
-44,141
298
$2.34M 0.08%
34,876
-4,836
299
$2.33M 0.08%
11,328
-974
300
$2.33M 0.08%
24,159
+4,557
10 11
12
13 14