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
426
$1.49M 0.04%
4,012
-842
427
$1.48M 0.04%
70,120
+4,792
428
$1.48M 0.04%
8,946
-391
429
$1.44M 0.04%
11,607
-83
430
$1.44M 0.04%
3,467
-29
431
$1.44M 0.04%
8,239
+149
432
$1.43M 0.04%
25,119
+891
433
$1.41M 0.04%
10,625
-232
434
$1.4M 0.04%
7,983
-761
435
$1.4M 0.04%
4,347
-420
436
$1.38M 0.04%
11,560
+68
437
$1.38M 0.04%
15,890
+798
438
$1.37M 0.04%
6,000
+225
439
$1.36M 0.04%
4,809
-458
440
$1.36M 0.04%
54,276
-6,369
441
$1.35M 0.04%
22,932
-756
442
$1.35M 0.04%
20,310
-4,572
443
$1.34M 0.04%
7,380
+237
444
$1.34M 0.04%
32,035
-40,133
445
$1.33M 0.04%
324,500
+95,300
446
$1.32M 0.04%
52,288
-4,021
447
$1.32M 0.04%
27,772
+3,986
448
$1.32M 0.04%
149,986
+4,119
449
$1.31M 0.04%
24,138
-2,915
450
$1.3M 0.04%
15,257
-247
16 17
18
19 20