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
51
$12.1M 0.39%
164,439
+12,544
52
$12M 0.39%
220,521
+12,136
53
$11.7M 0.38%
83,757
+5,162
54
$11.4M 0.37%
220,038
-57,572
55
$11.4M 0.37%
242,922
+19,956
56
$11.1M 0.36%
104,376
+3,127
57
$10.8M 0.35%
495,187
-13,094
58
$10.6M 0.35%
101,076
+7,085
59
$10.4M 0.34%
596,640
-9,582
60
$10.3M 0.34%
216,510
+35,740
61
$10.3M 0.34%
34,639
+17,942
62
$10.3M 0.33%
20,434
+3,778
63
$9.94M 0.32%
24,086
-2,720
64
$9.89M 0.32%
39,365
+25,162
65
$9.88M 0.32%
67,468
+907
66
$9.73M 0.32%
215,445
+21,300
67
$9.67M 0.31%
140,838
+2,669
68
$9.47M 0.31%
88,304
+6,111
69
$9.46M 0.31%
42,061
+3,439
70
$9.38M 0.3%
255,662
+379
71
$8.87M 0.29%
39,805
+756
72
$8.81M 0.29%
132,095
+11,663
73
$8.75M 0.28%
83,536
+48,616
74
$8.61M 0.28%
14,707
-1,932
75
$8.5M 0.28%
67,475
+2,964
1 2
3
4 5