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
751
$519K 0.02%
15,036
+681
752
$517K 0.02%
3,679
+78
753
$517K 0.02%
+1,881
754
$516K 0.02%
7,633
-7,042
755
$516K 0.02%
8,515
-210
756
$515K 0.02%
+13,454
757
$513K 0.02%
7,994
+372
758
$512K 0.02%
9,560
-1,243
759
$511K 0.02%
13,609
+2,080
760
$511K 0.02%
41,430
+5,476
761
$511K 0.02%
6,236
+2,968
762
$510K 0.02%
+4,451
763
$510K 0.02%
6,511
-194
764
$510K 0.02%
+8,659
765
$509K 0.02%
+8,606
766
$509K 0.02%
17,416
+2,272
767
$506K 0.02%
11,405
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768
$505K 0.02%
2,583
-2,452
769
$504K 0.02%
32,967
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770
$504K 0.02%
2,255
-984
771
$503K 0.02%
27,773
+794
772
$502K 0.02%
3,666
+301
773
$501K 0.02%
11,318
+265
774
$497K 0.02%
8,046
+3
775
$497K 0.02%
18,897
+3,623
29 30
31
32 33