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
376
$1.71M 0.06%
8,913
-171
377
$1.71M 0.06%
12,791
+7,217
378
$1.71M 0.06%
12,201
+4,481
379
$1.7M 0.06%
62,337
-55,838
380
$1.69M 0.05%
81,960
+11,915
381
$1.68M 0.05%
44,673
+33,907
382
$1.66M 0.05%
221,880
-36,145
383
$1.65M 0.05%
213,800
-327,599
384
$1.64M 0.05%
7,732
+3,043
385
$1.64M 0.05%
100,425
386
$1.64M 0.05%
99,193
+7,384
387
$1.64M 0.05%
24,933
+2,023
388
$1.64M 0.05%
22,811
+2,298
389
$1.62M 0.05%
13,049
+2,065
390
$1.6M 0.05%
26,472
-942
391
$1.6M 0.05%
5,223
-1,353
392
$1.59M 0.05%
8,288
+2,337
393
$1.59M 0.05%
13,529
+931
394
$1.57M 0.05%
15,779
+480
395
$1.56M 0.05%
160,430
+275
396
$1.56M 0.05%
31,446
-3,907
397
$1.55M 0.05%
14,479
-4,441
398
$1.55M 0.05%
27,686
+5,226
399
$1.55M 0.05%
24,498
+6,070
400
$1.55M 0.05%
24,848
+3,546
14 15
16
17 18