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
801
$504K 0.01%
2,102
+66
802
$504K 0.01%
9,090
-360
803
$504K 0.01%
+19,430
804
$502K 0.01%
41,553
+3,012
805
$502K 0.01%
80,766
+3,431
806
$500K 0.01%
99,010
807
$500K 0.01%
20,350
+469
808
$500K 0.01%
24,654
+1,781
809
$499K 0.01%
1,939
-136
810
$499K 0.01%
2,872
-89
811
$499K 0.01%
63,000
812
$498K 0.01%
40,348
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813
$498K 0.01%
16,818
+122
814
$495K 0.01%
2,638
-293
815
$494K 0.01%
7,035
+1,192
816
$494K 0.01%
1,865
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817
$493K 0.01%
4,462
818
$492K 0.01%
15,756
-10,535
819
$491K 0.01%
19,511
-176
820
$488K 0.01%
8,000
+181
821
$486K 0.01%
54,429
-6,895
822
$486K 0.01%
5,651
-248
823
$485K 0.01%
7,816
-178
824
$484K 0.01%
4,493
-70
825
$483K 0.01%
5,718
+8
31 32
33
34 35