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
551
$927K 0.03%
18,012
-624
552
$927K 0.03%
24,585
+1,454
553
$925K 0.03%
59,956
+1,204
554
$924K 0.03%
4,576
+178
555
$922K 0.03%
5,939
-3,057
556
$922K 0.03%
3,501
-842
557
$919K 0.03%
15,760
-3,526
558
$916K 0.03%
49,967
+38,668
559
$914K 0.03%
17,527
-3,059
560
$913K 0.03%
7,992
+41
561
$912K 0.03%
6,277
-1,157
562
$912K 0.03%
17,856
+961
563
$910K 0.03%
5,817
+197
564
$907K 0.03%
10,731
-28,301
565
$906K 0.03%
8,722
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566
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10,944
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567
$902K 0.03%
19,880
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568
$900K 0.03%
33,764
+3,249
569
$898K 0.03%
24,980
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570
$897K 0.03%
33,221
+1,096
571
$892K 0.03%
18,960
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572
$891K 0.03%
115,778
+1,935
573
$889K 0.03%
35,579
+1,095
574
$883K 0.03%
7,976
-1,207
575
$878K 0.03%
96,036
-834
21 22
23
24 25