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
701
$571K 0.02%
6,435
-2,376
702
$570K 0.02%
10,052
+1,285
703
$570K 0.02%
+36,901
704
$570K 0.02%
4,501
-1,871
705
$569K 0.02%
15,647
+356
706
$569K 0.02%
3,122
-97
707
$567K 0.02%
41,132
+3,297
708
$567K 0.02%
4,977
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709
$566K 0.02%
925
+2
710
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+4,921
711
$566K 0.02%
3,909
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712
$565K 0.02%
+32,232
713
$564K 0.02%
18,625
+19
714
$564K 0.02%
15,390
-1,445
715
$562K 0.02%
8,214
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716
$557K 0.02%
28,927
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718
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3,435
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719
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10,051
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720
$554K 0.02%
1,356
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721
$553K 0.02%
4,186
+1,569
722
$551K 0.02%
9,059
+426
723
$550K 0.02%
63,000
+5,000
724
$549K 0.02%
+23,204
725
$549K 0.02%
18,751
+8,151
27 28
29
30 31