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
626
$757K 0.02%
+12,974
627
$757K 0.02%
5,448
+171
628
$756K 0.02%
21,509
-702
629
$752K 0.02%
+17,290
630
$752K 0.02%
10,585
+5,744
631
$749K 0.02%
1,586
+251
632
$749K 0.02%
3,420
-149
633
$743K 0.02%
5,495
-364
634
$741K 0.02%
3,765
+178
635
$735K 0.02%
14,569
-2,274
636
$735K 0.02%
28,311
+2,476
637
$733K 0.02%
6,414
-3,070
638
$725K 0.02%
538
-201
639
$724K 0.02%
14,477
-620
640
$720K 0.02%
1,060
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641
$718K 0.02%
3,849
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642
$712K 0.02%
+30,226
643
$710K 0.02%
15,337
+2,553
644
$710K 0.02%
12,996
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645
$709K 0.02%
3,956
+1,848
646
$707K 0.02%
85,896
+7,023
647
$705K 0.02%
9,863
-165
648
$705K 0.02%
6,968
+339
649
$705K 0.02%
23,397
-4,099
650
$701K 0.02%
5,789
+310
24 25
26
27 28