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
776
$534K 0.02%
20,352
+19,071
777
$533K 0.02%
9,038
-285
778
$533K 0.02%
6,111
-277
779
$530K 0.02%
6,217
-2,791
780
$528K 0.02%
6,859
-1,543
781
$526K 0.02%
12,198
+984
782
$523K 0.02%
6,154
-5,492
783
$523K 0.02%
49,139
+6,309
784
$523K 0.02%
2,426
+286
785
$523K 0.02%
9,509
+581
786
$520K 0.02%
4,560
+147
787
$517K 0.01%
1,872
+211
788
$517K 0.01%
33,920
+361
789
$517K 0.01%
18,979
-488
790
$516K 0.01%
2,485
+284
791
$514K 0.01%
8,476
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792
$514K 0.01%
9,191
+3,045
793
$511K 0.01%
17,275
+128
794
$509K 0.01%
11,750
+15
795
$508K 0.01%
2,870
+13
796
$508K 0.01%
11,673
+2,679
797
$507K 0.01%
3,854
-1,394
798
$506K 0.01%
50,198
-2,342
799
$505K 0.01%
+4,769
800
$505K 0.01%
9,027
+1,979
30 31
32
33 34