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
526
$1.02M 0.03%
3,637
-1,546
527
$1.02M 0.03%
18,943
-215
528
$1.01M 0.03%
8,446
+50
529
$1.01M 0.03%
67,199
-1,836
530
$1.01M 0.03%
9,007
+615
531
$1.01M 0.03%
9,410
+194
532
$1.01M 0.03%
13,397
+1,232
533
$1M 0.03%
6,759
+1,335
534
$1M 0.03%
159,482
-7,183
535
$992K 0.03%
16,585
-140
536
$986K 0.03%
8,685
-66
537
$981K 0.03%
8,994
+98
538
$976K 0.03%
14,402
+721
539
$971K 0.03%
64,218
+647
540
$970K 0.03%
56,310
+1,915
541
$958K 0.03%
67,250
+2,577
542
$954K 0.03%
1,427
+41
543
$954K 0.03%
10,477
-18
544
$954K 0.03%
214,800
+30,482
545
$951K 0.03%
2,028
+104
546
$946K 0.03%
9,297
+92
547
$933K 0.03%
140,623
-3,571
548
$933K 0.03%
111,328
+15,042
549
$930K 0.03%
66,110
+22,036
550
$928K 0.03%
2,915
+151
20 21
22
23 24