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
601
$774K 0.03%
14,539
+178
602
$773K 0.03%
15,174
+1,454
603
$771K 0.03%
15,720
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604
$767K 0.02%
9,811
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$765K 0.02%
19,516
-34
606
$763K 0.02%
6,542
-646
607
$763K 0.02%
28,914
-14,292
608
$761K 0.02%
+3,853
609
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17,664
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610
$760K 0.02%
45,245
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611
$760K 0.02%
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612
$757K 0.02%
3,279
-2,792
613
$757K 0.02%
44,050
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614
$752K 0.02%
6,380
-757
615
$752K 0.02%
162,318
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616
$750K 0.02%
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617
$744K 0.02%
41,106
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618
$743K 0.02%
46,941
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619
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5,347
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620
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2,318
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621
$736K 0.02%
7,496
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622
$734K 0.02%
1,523
+1,290
623
$733K 0.02%
72,174
-2,279
624
$728K 0.02%
53,676
-30,848
625
$728K 0.02%
6,637
-1
23 24
25
26 27