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
576
$876K 0.03%
+14,401
577
$874K 0.03%
9,410
+605
578
$874K 0.03%
6,296
-1,680
579
$872K 0.03%
12,020
+907
580
$856K 0.02%
18,189
-191
581
$855K 0.02%
4,669
-36
582
$850K 0.02%
11,860
+3,510
583
$846K 0.02%
3,780
+57
584
$840K 0.02%
21,061
+1,035
585
$839K 0.02%
7,121
-167
586
$839K 0.02%
53,045
-3,765
587
$835K 0.02%
7,138
+131
588
$834K 0.02%
4,682
+2,497
589
$833K 0.02%
14,478
-467
590
$830K 0.02%
7,322
-23
591
$830K 0.02%
19,748
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592
$829K 0.02%
15,985
+320
593
$828K 0.02%
68,865
+513
594
$828K 0.02%
8,571
-579
595
$825K 0.02%
22,274
-2,258
596
$817K 0.02%
10,626
-174
597
$815K 0.02%
2,486
-299
598
$810K 0.02%
79,251
-45
599
$810K 0.02%
17,369
+1,453
600
$809K 0.02%
37,156
+3,354
22 23
24
25 26