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
926
$358K 0.01%
8,038
-519
927
$357K 0.01%
8,800
928
$357K 0.01%
+5,364
929
$357K 0.01%
+38,440
930
$356K 0.01%
+6,224
931
$355K 0.01%
3,421
+1,028
932
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14,132
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933
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24,790
-5,647
934
$354K 0.01%
6,962
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935
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+12,300
936
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2,553
-100
937
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4,312
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938
$352K 0.01%
1,400
-84
939
$352K 0.01%
50
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940
$351K 0.01%
2,955
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941
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11,295
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942
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13,630
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4,124
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945
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946
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1,248
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6,436
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$344K 0.01%
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950
$343K 0.01%
3,550
+350
36 37
38
39 40