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
676
$669K 0.02%
7,673
-2,280
677
$666K 0.02%
19,823
-8,670
678
$665K 0.02%
8,049
+181
679
$664K 0.02%
2,687
+50
680
$664K 0.02%
8,615
-862
681
$663K 0.02%
16,081
+5,184
682
$662K 0.02%
15,465
+1,715
683
$660K 0.02%
13,303
+6,055
684
$657K 0.02%
5,997
-216
685
$657K 0.02%
2,367
686
$656K 0.02%
21,748
+1,438
687
$653K 0.02%
4,913
+328
688
$653K 0.02%
24,778
+1,270
689
$652K 0.02%
20,694
-340
690
$651K 0.02%
7,893
-1,032
691
$650K 0.02%
5,430
+226
692
$649K 0.02%
4,742
+160
693
$649K 0.02%
6,307
+13
694
$649K 0.02%
18,768
+1,083
695
$649K 0.02%
21,177
-1,159
696
$647K 0.02%
11,104
+495
697
$647K 0.02%
12,525
698
$644K 0.02%
10,953
-946
699
$642K 0.02%
8,628
+916
700
$641K 0.02%
2,486
-1,215
26 27
28
29 30