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
851
$466K 0.01%
4,815
+617
852
$465K 0.01%
1,871
+133
853
$464K 0.01%
13,566
+1,314
854
$464K 0.01%
9,506
+83
855
$463K 0.01%
2,124
+7
856
$462K 0.01%
23,918
-1,767
857
$461K 0.01%
10,258
-1,628
858
$460K 0.01%
608
+29
859
$459K 0.01%
28,431
-1,303
860
$459K 0.01%
12,540
+48
861
$458K 0.01%
227,623
+103,232
862
$458K 0.01%
+4,091
863
$454K 0.01%
5,020
-28
864
$453K 0.01%
28,033
-4,610
865
$453K 0.01%
30,878
-268
866
$453K 0.01%
+6,288
867
$453K 0.01%
9,156
+2,005
868
$453K 0.01%
10,739
869
$452K 0.01%
12,866
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870
$451K 0.01%
+4,051
871
$451K 0.01%
7,437
+91
872
$451K 0.01%
5,518
+320
873
$450K 0.01%
5,860
-46
874
$450K 0.01%
4,800
875
$449K 0.01%
23,406
+12,981
33 34
35
36 37