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
726
$593K 0.02%
+22,600
727
$591K 0.02%
10,550
+17
728
$591K 0.02%
+3,900
729
$591K 0.02%
3,212
-2,742
730
$590K 0.02%
14,334
+2,127
731
$585K 0.02%
27,758
732
$585K 0.02%
+11,758
733
$584K 0.02%
243
+11
734
$584K 0.02%
25,120
-1,150
735
$584K 0.02%
27,184
736
$582K 0.02%
22,612
-11,082
737
$578K 0.02%
11,641
-4,371
738
$577K 0.02%
1,540
+90
739
$576K 0.02%
4,486
+309
740
$575K 0.02%
17,543
+6,711
741
$575K 0.02%
1,431
+99
742
$574K 0.02%
3,473
-93
743
$573K 0.02%
13,885
-1,660
744
$568K 0.02%
15,391
+120
745
$568K 0.02%
1,365
+183
746
$567K 0.02%
+68,500
747
$565K 0.02%
13,414
+5,136
748
$562K 0.02%
6,436
-246
749
$561K 0.02%
10,536
-2,499
750
$559K 0.02%
24,230
+518
28 29
30
31 32