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
451
$1.3M 0.04%
67,435
-2,853
452
$1.3M 0.04%
18,445
-1,049
453
$1.29M 0.04%
2,933
+296
454
$1.29M 0.04%
4,406
-3,704
455
$1.29M 0.04%
42,910
+6,716
456
$1.28M 0.04%
8,459
-1,209
457
$1.27M 0.04%
29,198
+1,522
458
$1.27M 0.04%
7,373
+323
459
$1.27M 0.04%
5,274
-490
460
$1.27M 0.04%
52,049
+906
461
$1.26M 0.04%
3,233
+38
462
$1.26M 0.04%
8,058
+276
463
$1.24M 0.04%
+180,210
464
$1.24M 0.04%
22,503
+305
465
$1.23M 0.04%
10,727
+7,827
466
$1.23M 0.04%
55,734
+104
467
$1.23M 0.04%
37,970
+850
468
$1.23M 0.04%
30,050
+927
469
$1.22M 0.04%
19,943
+1,379
470
$1.22M 0.04%
6,460
-129
471
$1.22M 0.04%
8,675
-835
472
$1.21M 0.03%
16,241
-85
473
$1.21M 0.03%
4,120
-315
474
$1.2M 0.03%
26,463
+6,016
475
$1.2M 0.03%
57,605
+44,643
17 18
19
20 21