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
751
$555K 0.02%
45,517
+58
752
$555K 0.02%
13,315
-3
753
$555K 0.02%
+21,262
754
$553K 0.02%
8,501
+264
755
$553K 0.02%
5,885
-233
756
$552K 0.02%
23,179
+6,646
757
$551K 0.02%
3,655
+283
758
$550K 0.02%
1,629
+44
759
$548K 0.02%
8,129
-208
760
$548K 0.02%
34,072
+471
761
$547K 0.02%
+5,920
762
$543K 0.02%
26,930
-2,108
763
$541K 0.02%
4,758
+1,134
764
$540K 0.02%
4,058
+1,353
765
$539K 0.02%
+5,195
766
$538K 0.02%
4,674
+75
767
$538K 0.02%
29,123
+602
768
$537K 0.02%
8,837
+655
769
$535K 0.02%
7,054
-2,795
770
$535K 0.02%
3,992
+486
771
$535K 0.02%
+20,700
772
$535K 0.02%
15,104
-3,410
773
$534K 0.02%
16,535
+4,210
774
$534K 0.02%
7,606
-2,348
775
$534K 0.02%
11,774
-235
29 30
31
32 33