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
276
$2.71M 0.08%
104,696
+85,778
277
$2.69M 0.08%
10,181
+160
278
$2.68M 0.08%
11,439
-217
279
$2.68M 0.08%
44,503
+7,740
280
$2.64M 0.08%
11,571
-795
281
$2.62M 0.08%
+103,641
282
$2.62M 0.08%
47,006
-942
283
$2.62M 0.08%
26,155
+2,356
284
$2.6M 0.07%
11,814
-5,007
285
$2.58M 0.07%
46,228
286
$2.58M 0.07%
31,926
-442
287
$2.58M 0.07%
61,130
+1,190
288
$2.58M 0.07%
27,923
+5,665
289
$2.55M 0.07%
31,404
-2,728
290
$2.54M 0.07%
41,163
+2,026
291
$2.54M 0.07%
15,240
-5,774
292
$2.53M 0.07%
14,718
-586
293
$2.53M 0.07%
17,000
+426
294
$2.53M 0.07%
9,479
+342
295
$2.52M 0.07%
6,929
-561
296
$2.52M 0.07%
38,192
-45,181
297
$2.5M 0.07%
19,397
-144
298
$2.5M 0.07%
32,124
+2,108
299
$2.5M 0.07%
18,273
+3,309
300
$2.49M 0.07%
8,374
+180
10 11
12
13 14