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
326
$2.06M 0.07%
14,686
+724
327
$2.05M 0.07%
6,031
-1,002
328
$2.04M 0.07%
+8,046
329
$2.04M 0.07%
25,154
+1,755
330
$2.04M 0.07%
8,801
+1,015
331
$2.03M 0.07%
57,185
+5,201
332
$2.02M 0.07%
21,038
-176
333
$2.02M 0.07%
34,330
-1,570
334
$2.02M 0.07%
119,765
+41,809
335
$2M 0.07%
70,620
-6,477
336
$2M 0.06%
12,754
+1,297
337
$1.99M 0.06%
24,973
+2,005
338
$1.98M 0.06%
10,543
+1,861
339
$1.98M 0.06%
29,358
+60
340
$1.96M 0.06%
6,147
+968
341
$1.95M 0.06%
18,015
+439
342
$1.95M 0.06%
42,270
-844
343
$1.93M 0.06%
14,596
+2
344
$1.92M 0.06%
23,385
+2,956
345
$1.92M 0.06%
3,924
+618
346
$1.91M 0.06%
3,735
-2,341
347
$1.9M 0.06%
69,608
-4,922
348
$1.9M 0.06%
14,635
-3,468
349
$1.89M 0.06%
72,480
+4,089
350
$1.88M 0.06%
14,058
+556
12 13
14
15 16