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
376
$1.86M 0.05%
95,027
-3,800
377
$1.84M 0.05%
82,822
+63,770
378
$1.83M 0.05%
15,826
+5,105
379
$1.82M 0.05%
86,006
-2,626
380
$1.82M 0.05%
31,019
-1,929
381
$1.81M 0.05%
15,806
-438
382
$1.79M 0.05%
20,449
-2,306
383
$1.77M 0.05%
34,115
+18,403
384
$1.76M 0.05%
31,841
+1,963
385
$1.71M 0.05%
59,536
-24,765
386
$1.7M 0.05%
3,950
+74
387
$1.68M 0.05%
22,733
+939
388
$1.67M 0.05%
27,085
+1,209
389
$1.66M 0.05%
6,126
+470
390
$1.65M 0.05%
14,198
-299
391
$1.65M 0.05%
7,557
+5
392
$1.65M 0.05%
7,966
-306
393
$1.64M 0.05%
78,134
+8,240
394
$1.63M 0.05%
32,133
+1,558
395
$1.63M 0.05%
+9,009
396
$1.63M 0.05%
8,412
-58
397
$1.62M 0.05%
+76,913
398
$1.62M 0.05%
+26,165
399
$1.62M 0.05%
13,895
+378
400
$1.61M 0.05%
23,642
-1,141
14 15
16
17 18