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
851
$424K 0.01%
25,186
-310
852
$424K 0.01%
+3,919
853
$422K 0.01%
12,160
+169
854
$421K 0.01%
10,972
-17,082
855
$421K 0.01%
1,347
+281
856
$419K 0.01%
3,715
+1,344
857
$419K 0.01%
167,500
+20,000
858
$417K 0.01%
589
-564
859
$417K 0.01%
2,398
-458
860
$415K 0.01%
37,796
-1,945
861
$413K 0.01%
943
-7
862
$412K 0.01%
4,915
-2
863
$412K 0.01%
13,568
+1,317
864
$412K 0.01%
3,652
+113
865
$410K 0.01%
2,083
-48
866
$409K 0.01%
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867
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868
$408K 0.01%
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869
$408K 0.01%
16,985
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870
$407K 0.01%
19,184
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871
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+4,781
872
$406K 0.01%
19,305
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873
$406K 0.01%
10,950
+323
874
$406K 0.01%
13,874
+1,663
875
$404K 0.01%
+15,835
33 34
35
36 37