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
51
$13.3M 0.38%
337,835
-72,101
52
$13.2M 0.38%
75,893
+6,040
53
$13.1M 0.38%
63,269
+43,919
54
$13M 0.38%
487,927
+20,032
55
$12.6M 0.36%
67,848
-12,588
56
$12.2M 0.35%
253,206
+6,663
57
$11.9M 0.34%
229,887
-7,742
58
$11.7M 0.34%
141,336
+1,730
59
$11.6M 0.33%
84,170
-34,310
60
$11.2M 0.32%
138,902
+31,708
61
$11.2M 0.32%
154,609
+35,959
62
$11.2M 0.32%
77,512
+5,398
63
$11.2M 0.32%
592,152
+17,124
64
$11.1M 0.32%
224,825
-13,875
65
$11.1M 0.32%
101,473
-7,536
66
$11.1M 0.32%
19,531
+2,169
67
$11M 0.32%
82,241
-248
68
$10.9M 0.32%
41,600
+21,184
69
$10.6M 0.31%
271,528
+9,102
70
$10.4M 0.3%
176,850
+21,930
71
$10.2M 0.29%
50,569
-5,181
72
$10M 0.29%
94,595
+3,058
73
$9.96M 0.29%
25,453
+26
74
$9.93M 0.29%
70,481
+4,983
75
$9.76M 0.28%
53,353
+161
1 2
3
4 5