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
26
$17.9M 0.51%
38,992
+20
27
$17.8M 0.51%
335,897
+25,190
28
$17.5M 0.5%
102,388
-6,875
29
$17.3M 0.5%
127,759
+1,982
30
$16.9M 0.49%
106,865
-2,522
31
$16.8M 0.48%
312,199
-52,869
32
$16.7M 0.48%
251,510
+27,750
33
$16.6M 0.48%
108,176
-5,501
34
$16.4M 0.47%
297,972
+15,552
35
$15.9M 0.46%
170,208
-1,156
36
$15.9M 0.46%
44,159
+385
37
$15.2M 0.44%
412,961
-14,482
38
$15.1M 0.43%
50,417
-523
39
$15M 0.43%
104,867
+21,050
40
$15M 0.43%
135,931
+13,032
41
$14.8M 0.43%
294,165
+34,319
42
$14.7M 0.42%
22,071
+739
43
$14.6M 0.42%
25,747
+1,696
44
$14.4M 0.42%
138,397
+4,789
45
$13.8M 0.4%
225,793
-2,456
46
$13.7M 0.39%
119,697
+4,316
47
$13.7M 0.39%
133,031
+1,481
48
$13.6M 0.39%
311,701
+12,813
49
$13.4M 0.39%
166,351
-5,386
50
$13.4M 0.39%
55,482
+13,373
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