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
351
$1.88M 0.06%
31,735
-94,451
352
$1.88M 0.06%
13,230
+5,878
353
$1.88M 0.06%
33,067
+4,561
354
$1.87M 0.06%
26,751
+347
355
$1.85M 0.06%
37,179
+5,240
356
$1.85M 0.06%
27,625
-2,478
357
$1.85M 0.06%
10,728
+8,200
358
$1.82M 0.06%
+36,555
359
$1.82M 0.06%
+182,750
360
$1.82M 0.06%
14,204
+5,315
361
$1.81M 0.06%
16,480
+9,596
362
$1.8M 0.06%
12,169
+4,291
363
$1.8M 0.06%
19,467
-16,930
364
$1.78M 0.06%
25,274
+3,731
365
$1.77M 0.06%
19,530
+1,829
366
$1.77M 0.06%
26,002
+10,288
367
$1.76M 0.06%
23,247
-3,788
368
$1.76M 0.06%
20,658
+667
369
$1.75M 0.06%
14,854
-802
370
$1.75M 0.06%
40,800
-771
371
$1.75M 0.06%
7,355
+1,153
372
$1.74M 0.06%
6,055
+2,354
373
$1.74M 0.06%
50,173
-3,485
374
$1.73M 0.06%
18,156
+1,352
375
$1.72M 0.06%
87,847
+13,085
13 14
15
16 17