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
451
$1.23M 0.04%
26,767
-2,100
452
$1.23M 0.04%
59,474
+20,289
453
$1.23M 0.04%
8,191
+1,394
454
$1.23M 0.04%
46,812
+3,144
455
$1.22M 0.04%
139,516
+2,588
456
$1.22M 0.04%
7,905
-1,090
457
$1.22M 0.04%
138,551
+14,281
458
$1.21M 0.04%
9,513
-1,294
459
$1.21M 0.04%
35,276
-4,538
460
$1.21M 0.04%
61,192
+14,132
461
$1.2M 0.04%
5,047
+1,419
462
$1.2M 0.04%
9,126
+1,118
463
$1.2M 0.04%
55,524
+20,012
464
$1.18M 0.04%
17,767
-610
465
$1.18M 0.04%
9,304
+3,574
466
$1.18M 0.04%
759
-215
467
$1.18M 0.04%
63,865
-4,286
468
$1.18M 0.04%
6,121
-276
469
$1.17M 0.04%
18,509
+905
470
$1.17M 0.04%
5,231
-3,375
471
$1.17M 0.04%
25,240
+1,713
472
$1.17M 0.04%
51,945
+24,899
473
$1.16M 0.04%
+7,749
474
$1.16M 0.04%
3,567
-35
475
$1.16M 0.04%
3,720
-998
17 18
19
20 21