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
326
$2.27M 0.07%
7,477
+105
327
$2.24M 0.06%
28,468
+48
328
$2.2M 0.06%
8,979
+768
329
$2.19M 0.06%
56,016
-9,555
330
$2.18M 0.06%
13,036
+783
331
$2.15M 0.06%
14,119
-507
332
$2.13M 0.06%
10,240
-1,396
333
$2.13M 0.06%
41,664
+1,659
334
$2.12M 0.06%
22,799
+210
335
$2.12M 0.06%
28,938
-60
336
$2.09M 0.06%
195,710
+50,632
337
$2.09M 0.06%
63,281
-114
338
$2.09M 0.06%
23,317
-874
339
$2.08M 0.06%
13,668
+619
340
$2.07M 0.06%
36,986
+1,236
341
$2.06M 0.06%
10,076
-16,450
342
$2.06M 0.06%
64,902
-3,276
343
$2.05M 0.06%
83,858
+58,701
344
$2.04M 0.06%
30,612
+1,725
345
$2.04M 0.06%
96,197
+2,761
346
$2.03M 0.06%
23,834
+238
347
$2M 0.06%
6,864
+384
348
$2M 0.06%
12,233
+1,304
349
$1.99M 0.06%
74,274
-612
350
$1.99M 0.06%
3,845
-190
12 13
14
15 16