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
926
$406K 0.01%
1,298
-35
927
$406K 0.01%
+22,735
928
$405K 0.01%
621
+37
929
$405K 0.01%
2,589
-40
930
$404K 0.01%
+4,162
931
$403K 0.01%
+6,793
932
$402K 0.01%
3,412
-96
933
$400K 0.01%
4,576
+3
934
$399K 0.01%
13,751
-2,671
935
$399K 0.01%
1,689
+259
936
$398K 0.01%
9,851
-350
937
$398K 0.01%
10,072
+3,166
938
$395K 0.01%
4,526
-132
939
$393K 0.01%
+8,781
940
$391K 0.01%
3,454
+33
941
$391K 0.01%
3,637
-1,334
942
$391K 0.01%
5,648
-152
943
$388K 0.01%
9,340
+1,163
944
$387K 0.01%
3,147
+50
945
$387K 0.01%
12,135
-139,647
946
$387K 0.01%
13,066
-4,173
947
$387K 0.01%
3,849
+519
948
$386K 0.01%
8,097
+936
949
$384K 0.01%
28,300
-23,800
950
$383K 0.01%
2,294
+128
36 37
38
39 40