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
876
$403K 0.01%
+1,971
877
$403K 0.01%
+3,230
878
$403K 0.01%
625
-122
879
$402K 0.01%
4,287
-13
880
$401K 0.01%
8,612
-293
881
$401K 0.01%
+2,643
882
$401K 0.01%
28,038
+3,046
883
$400K 0.01%
8,989
-1,881
884
$400K 0.01%
21,501
+45
885
$399K 0.01%
4,800
886
$398K 0.01%
10,708
+2,385
887
$398K 0.01%
5,423
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888
$397K 0.01%
7,533
+1,382
889
$397K 0.01%
6,100
-2,040
890
$396K 0.01%
+3,810
891
$395K 0.01%
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892
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27,461
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894
$394K 0.01%
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895
$392K 0.01%
7,878
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896
$390K 0.01%
3,791
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897
$389K 0.01%
18,818
+436
898
$389K 0.01%
6,719
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899
$384K 0.01%
2,173
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900
$383K 0.01%
7,859
+393
34 35
36
37 38