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
576
$835K 0.03%
6,092
-2,070
577
$835K 0.03%
3,450
+1,313
578
$835K 0.03%
98,409
+7,671
579
$835K 0.03%
32,540
+10,316
580
$834K 0.03%
15,867
+53
581
$831K 0.03%
31,419
-4,151
582
$831K 0.03%
26,814
+5,861
583
$823K 0.03%
31,740
+2,432
584
$822K 0.03%
26,487
+7,617
585
$822K 0.03%
+1,141
586
$814K 0.03%
52,156
+4,487
587
$812K 0.03%
13,454
+92
588
$804K 0.03%
+13,267
589
$801K 0.03%
39,895
+11,538
590
$798K 0.03%
867
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591
$796K 0.03%
3,353
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592
$791K 0.03%
2,247
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593
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7,415
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594
$788K 0.03%
87,144
+267
595
$785K 0.03%
315
+8
596
$784K 0.03%
19,236
+1,274
597
$780K 0.03%
19,705
-39,094
598
$779K 0.03%
9,750
-4,605
599
$779K 0.03%
8,124
+2,086
600
$776K 0.03%
2,434
-128
22 23
24
25 26