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
426
$1.37M 0.04%
35,923
+851
427
$1.36M 0.04%
17,542
-2,782
428
$1.36M 0.04%
15,852
+680
429
$1.35M 0.04%
8,141
-999
430
$1.35M 0.04%
28,374
+3,230
431
$1.35M 0.04%
6,428
-699
432
$1.35M 0.04%
11,535
+2,906
433
$1.35M 0.04%
19,388
+308
434
$1.34M 0.04%
62,057
-1,900
435
$1.32M 0.04%
4,537
-361
436
$1.32M 0.04%
21,965
+2,967
437
$1.31M 0.04%
56,531
+81
438
$1.31M 0.04%
5,417
+883
439
$1.31M 0.04%
7,746
+4,245
440
$1.31M 0.04%
46,850
+23,453
441
$1.29M 0.04%
15,897
+492
442
$1.29M 0.04%
5,555
-120
443
$1.29M 0.04%
21,492
+6,968
444
$1.28M 0.04%
22,386
-819
445
$1.28M 0.04%
3,501
-2,705
446
$1.27M 0.04%
92,989
+4,992
447
$1.26M 0.04%
230,200
-19,500
448
$1.25M 0.04%
7,548
+408
449
$1.25M 0.04%
3,435
+414
450
$1.24M 0.04%
2,708
+318
16 17
18
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