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
476
$1.2M 0.03%
25,797
+387
477
$1.2M 0.03%
50,100
+25,000
478
$1.19M 0.03%
42,034
+4,439
479
$1.18M 0.03%
151,368
-4,017
480
$1.18M 0.03%
2,398
-8
481
$1.16M 0.03%
40,052
+1,330
482
$1.16M 0.03%
15,399
+4,946
483
$1.16M 0.03%
55,542
-5,095
484
$1.16M 0.03%
4,524
+154
485
$1.15M 0.03%
14,127
-547
486
$1.14M 0.03%
27,436
+848
487
$1.14M 0.03%
10,402
-111
488
$1.13M 0.03%
10,051
+2,541
489
$1.13M 0.03%
58,096
-2,698
490
$1.13M 0.03%
25,137
-69
491
$1.12M 0.03%
6,176
+909
492
$1.12M 0.03%
25,285
-228
493
$1.12M 0.03%
9,153
-475
494
$1.12M 0.03%
10,343
+304
495
$1.12M 0.03%
14,274
-97
496
$1.11M 0.03%
16,199
+277
497
$1.11M 0.03%
12,472
+2,807
498
$1.1M 0.03%
89,832
+55
499
$1.1M 0.03%
1,793
+24
500
$1.1M 0.03%
30,482
-2,162
18 19
20
21 22