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
701
$641K 0.02%
45,786
-4,208
702
$641K 0.02%
20,292
+49
703
$640K 0.02%
19,914
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704
$636K 0.02%
6,408
-74
705
$634K 0.02%
17,363
+5,220
706
$633K 0.02%
29,557
-31,800
707
$632K 0.02%
35,501
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708
$630K 0.02%
57,374
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709
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28,253
-651
710
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30,814
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711
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6,764
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712
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11,518
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713
$620K 0.02%
5,400
+40
714
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9,238
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715
$619K 0.02%
3,094
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716
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2,628
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717
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6,103
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718
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25,889
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$608K 0.02%
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720
$603K 0.02%
7,014
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721
$603K 0.02%
4,926
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722
$601K 0.02%
11,597
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$600K 0.02%
6,817
+1,510
724
$596K 0.02%
12,812
+304
725
$594K 0.02%
41,306
+174
27 28
29
30 31