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
601
$805K 0.02%
9,038
+341
602
$804K 0.02%
4,523
+183
603
$802K 0.02%
10,956
-903
604
$801K 0.02%
8,008
-7,776
605
$799K 0.02%
11,820
+3,444
606
$797K 0.02%
3,407
+165
607
$797K 0.02%
2,091
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608
$797K 0.02%
16,685
+105
609
$796K 0.02%
6,711
-1,364
610
$792K 0.02%
29,982
+5,511
611
$791K 0.02%
27,743
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612
$790K 0.02%
5,982
+323
613
$788K 0.02%
9,486
+166
614
$787K 0.02%
26,061
-31,165
615
$786K 0.02%
8,462
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616
$780K 0.02%
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617
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5,756
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618
$778K 0.02%
30,638
-46,652
619
$772K 0.02%
46,033
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620
$771K 0.02%
8,144
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621
$766K 0.02%
28,165
-16,431
622
$763K 0.02%
15,206
+7,127
623
$762K 0.02%
13,108
+3,047
624
$760K 0.02%
7,001
+603
625
$759K 0.02%
47,400
-3,300
23 24
25
26 27