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
651
$701K 0.02%
23,381
-1,013
652
$700K 0.02%
4,166
+362
653
$698K 0.02%
55,564
-9,194
654
$696K 0.02%
7,982
-528
655
$695K 0.02%
29,580
656
$695K 0.02%
13,070
+29
657
$695K 0.02%
7,685
+2
658
$694K 0.02%
10,886
659
$694K 0.02%
+8,704
660
$693K 0.02%
201,869
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661
$692K 0.02%
3,665
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662
$690K 0.02%
36,949
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663
$690K 0.02%
21,526
+48
664
$690K 0.02%
+4,218
665
$685K 0.02%
4,285
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666
$685K 0.02%
21,380
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$685K 0.02%
26,693
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668
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22,400
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669
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670
$680K 0.02%
2,240
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671
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23,559
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672
$678K 0.02%
8,179
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673
$676K 0.02%
8,008
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674
$675K 0.02%
2,234
+100
675
$673K 0.02%
5,979
+107
25 26
27
28 29