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
301
$2.49M 0.07%
11,357
+964
302
$2.48M 0.07%
49,236
-3,993
303
$2.46M 0.07%
70,450
+350
304
$2.44M 0.07%
47,174
+39,986
305
$2.44M 0.07%
+94,466
306
$2.43M 0.07%
46,466
-241
307
$2.43M 0.07%
13,292
-552
308
$2.42M 0.07%
22,333
-225
309
$2.42M 0.07%
50,494
+3,470
310
$2.41M 0.07%
9,258
+343
311
$2.37M 0.07%
40,391
+7,622
312
$2.35M 0.07%
130,089
-18,489
313
$2.35M 0.07%
32,300
-2,000
314
$2.34M 0.07%
9,224
-1,683
315
$2.34M 0.07%
65,861
+269
316
$2.33M 0.07%
24,201
-1,203
317
$2.33M 0.07%
25,656
+543
318
$2.32M 0.07%
1,108
+83
319
$2.32M 0.07%
53,709
-13,606
320
$2.32M 0.07%
33,781
+3,236
321
$2.29M 0.07%
6,193
+2,459
322
$2.29M 0.07%
33,646
-2,951
323
$2.28M 0.07%
40,639
+5,327
324
$2.28M 0.07%
15,180
+341
325
$2.28M 0.07%
19,612
+971
11 12
13
14 15