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
901
$429K 0.01%
6,482
+1,042
902
$428K 0.01%
21,198
-1,019
903
$428K 0.01%
3,219
+24
904
$426K 0.01%
4,145
+129
905
$426K 0.01%
5,202
+27
906
$425K 0.01%
3,692
+521
907
$423K 0.01%
29,279
-2,792
908
$423K 0.01%
5,549
+595
909
$423K 0.01%
27,435
-600
910
$423K 0.01%
1,401
+276
911
$423K 0.01%
7,641
-2,182
912
$422K 0.01%
4,341
+211
913
$420K 0.01%
3,591
-2,130
914
$419K 0.01%
5,373
-1,154
915
$417K 0.01%
7,982
+44
916
$417K 0.01%
8,450
+1,402
917
$415K 0.01%
8,760
-228
918
$415K 0.01%
12,213
+3,890
919
$415K 0.01%
+4,142
920
$414K 0.01%
41,452
+1,527
921
$414K 0.01%
10,714
-1,265
922
$413K 0.01%
13,475
-93
923
$410K 0.01%
9,546
-619
924
$408K 0.01%
36,455
-2,554
925
$406K 0.01%
+6,038
35 36
37
38 39