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
551
$880K 0.03%
76,945
+30,319
552
$880K 0.03%
2,778
+416
553
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15,955
-2,541
554
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27,063
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555
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16,293
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556
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34,257
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557
$869K 0.03%
26,336
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558
$869K 0.03%
81,794
+11,688
559
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5,373
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560
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23,046
-14,292
561
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63,673
-722
562
$865K 0.03%
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563
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4,719
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564
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50,062
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39,214
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572
$845K 0.03%
16,457
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573
$844K 0.03%
95,010
+5,000
574
$836K 0.03%
31,774
-1,930
575
$835K 0.03%
71,751
-994
21 22
23
24 25