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
401
$1.61M 0.05%
35,521
+1,282
402
$1.6M 0.05%
36,670
+656
403
$1.6M 0.05%
14,905
-388
404
$1.59M 0.05%
305,472
405
$1.58M 0.05%
16,078
+578
406
$1.58M 0.05%
7,137
-123
407
$1.57M 0.05%
52,344
+3,644
408
$1.57M 0.05%
22,709
+449
409
$1.57M 0.05%
+42,485
410
$1.56M 0.04%
33,120
-24,917
411
$1.55M 0.04%
10,068
-112
412
$1.55M 0.04%
9,728
-100
413
$1.55M 0.04%
24,849
+835
414
$1.55M 0.04%
24,507
+4,102
415
$1.53M 0.04%
9,083
+934
416
$1.52M 0.04%
23,809
+1,643
417
$1.52M 0.04%
34,053
-467
418
$1.51M 0.04%
31,732
-2,016
419
$1.51M 0.04%
29,844
+9,776
420
$1.51M 0.04%
9,339
-484
421
$1.5M 0.04%
23,666
-125
422
$1.5M 0.04%
19,137
-362
423
$1.49M 0.04%
18,992
+132
424
$1.49M 0.04%
17,601
+1,753
425
$1.49M 0.04%
8,143
+1,555
15 16
17
18 19