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
676
$608K 0.02%
11,165
+897
677
$607K 0.02%
2,663
+61
678
$606K 0.02%
2,367
-98
679
$603K 0.02%
18,514
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680
$602K 0.02%
12,513
+1,509
681
$601K 0.02%
21,751
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682
$601K 0.02%
11,413
-609
683
$598K 0.02%
4,291
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684
$598K 0.02%
8,481
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685
$598K 0.02%
20,420
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687
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10,533
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688
$592K 0.02%
6,762
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689
$591K 0.02%
27,184
+2,250
690
$588K 0.02%
18,990
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691
$588K 0.02%
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$587K 0.02%
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694
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1,050
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696
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61,502
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697
$577K 0.02%
13,526
-245
698
$576K 0.02%
5,968
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699
$575K 0.02%
12,165
+134
700
$572K 0.02%
43,077
+9,525
26 27
28
29 30