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
501
$1.09M 0.03%
6,446
+139
502
$1.09M 0.03%
2,809
+96
503
$1.08M 0.03%
3,108
-8,195
504
$1.08M 0.03%
10,534
+769
505
$1.08M 0.03%
82,268
+11,500
506
$1.07M 0.03%
2,318
+54
507
$1.07M 0.03%
11,539
+501
508
$1.06M 0.03%
25,494
-1,656
509
$1.06M 0.03%
4,626
+1,481
510
$1.06M 0.03%
2,573
+976
511
$1.06M 0.03%
23,656
-103
512
$1.06M 0.03%
44,504
+939
513
$1.05M 0.03%
4,968
+327
514
$1.05M 0.03%
46,992
+1,655
515
$1.05M 0.03%
1,666
+112
516
$1.05M 0.03%
+4,472
517
$1.04M 0.03%
1,588
+192
518
$1.04M 0.03%
38,400
-2,600
519
$1.04M 0.03%
2,896
+441
520
$1.04M 0.03%
8,924
+373
521
$1.03M 0.03%
25,880
-9,400
522
$1.03M 0.03%
50,232
+1,432
523
$1.03M 0.03%
+76,650
524
$1.03M 0.03%
67,267
-730
525
$1.03M 0.03%
66,667
+5,226
19 20
21
22 23