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
526
$953K 0.03%
7,682
-1,212
527
$952K 0.03%
11,612
+5,418
528
$945K 0.03%
45,662
-18,810
529
$945K 0.03%
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-325
530
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11,024
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531
$938K 0.03%
1,761
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532
$938K 0.03%
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533
$937K 0.03%
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534
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9,905
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535
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4,522
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536
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537
$920K 0.03%
3,536
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538
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5,955
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539
$918K 0.03%
65,235
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49,872
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61,700
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545
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4,824
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546
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2,875
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548
$894K 0.03%
23,364
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549
$883K 0.03%
8,487
+4,743
550
$883K 0.03%
3,012
-35,557
20 21
22
23 24