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
801
$465K 0.02%
5,127
-220
802
$464K 0.02%
32,031
+2,979
803
$463K 0.02%
7,382
+2,162
804
$463K 0.02%
5,710
+200
805
$463K 0.02%
5,284
+1,263
806
$462K 0.02%
+17,095
807
$458K 0.01%
24,827
-42
808
$458K 0.01%
5,020
809
$457K 0.01%
9,997
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810
$457K 0.01%
30,294
-1,217
811
$456K 0.01%
+8,087
812
$456K 0.01%
15,380
+1,465
813
$455K 0.01%
14,238
+3,707
814
$455K 0.01%
22,598
+1,844
815
$455K 0.01%
7,786
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816
$454K 0.01%
11,206
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817
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8,162
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818
$451K 0.01%
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819
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17,915
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820
$449K 0.01%
5,500
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821
$448K 0.01%
+23,592
822
$448K 0.01%
+3,717
823
$448K 0.01%
5,918
-282
824
$448K 0.01%
+17,503
825
$444K 0.01%
8,588
+774
31 32
33
34 35