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
826
$443K 0.01%
+9,038
827
$442K 0.01%
2,935
+314
828
$440K 0.01%
+3,515
829
$439K 0.01%
66,959
+918
830
$438K 0.01%
40,174
+2,150
831
$437K 0.01%
11,991
-268
832
$437K 0.01%
73,226
833
$437K 0.01%
+12,726
834
$437K 0.01%
5,678
-175
835
$436K 0.01%
12,652
-22,545
836
$435K 0.01%
6,863
-2,463
837
$433K 0.01%
29,800
838
$432K 0.01%
3,881
-2,370
839
$432K 0.01%
52,422
+16,395
840
$431K 0.01%
5,316
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841
$430K 0.01%
938
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842
$430K 0.01%
8,113
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843
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844
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2,297
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845
$429K 0.01%
7,850
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846
$429K 0.01%
4,388
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847
$426K 0.01%
10,568
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848
$426K 0.01%
5,330
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849
$426K 0.01%
19,005
+831
850
$425K 0.01%
10,147
+968
32 33
34
35 36