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
826
$483K 0.01%
3,254
+650
827
$482K 0.01%
21,203
+24
828
$482K 0.01%
11,547
+559
829
$480K 0.01%
8,396
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830
$480K 0.01%
+6,065
831
$480K 0.01%
2,320
-90
832
$478K 0.01%
3,878
+456
833
$477K 0.01%
2,090
-811
834
$474K 0.01%
47,590
+26,340
835
$473K 0.01%
7,967
-490
836
$473K 0.01%
7,341
-453
837
$472K 0.01%
+10,545
838
$472K 0.01%
11,013
-26,969
839
$471K 0.01%
3,504
-56
840
$471K 0.01%
24,468
-965
841
$471K 0.01%
7,830
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842
$470K 0.01%
74,776
-257
843
$470K 0.01%
5,907
+1,036
844
$470K 0.01%
11,300
+2,500
845
$470K 0.01%
1,275
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846
$468K 0.01%
4,604
+238
847
$467K 0.01%
+3,791
848
$467K 0.01%
823
-14
849
$467K 0.01%
2,516
+819
850
$467K 0.01%
18,690
-150
32 33
34
35 36