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
951
$343K 0.01%
11,600
+2,500
952
$342K 0.01%
4,548
-230
953
$341K 0.01%
3,159
954
$340K 0.01%
6,451
-2,034
955
$338K 0.01%
19,410
+4,310
956
$337K 0.01%
6,123
-8,532
957
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26,430
-19,461
958
$337K 0.01%
1,188
+125
959
$336K 0.01%
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960
$335K 0.01%
1,749
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961
$335K 0.01%
6,192
-1,735
962
$335K 0.01%
3,910
-984
963
$333K 0.01%
1,683
-101
964
$332K 0.01%
750
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965
$332K 0.01%
8,264
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967
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6,899
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969
$329K 0.01%
51,800
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970
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971
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4,459
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$328K 0.01%
5,826
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$327K 0.01%
3,082
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974
$327K 0.01%
4,202
-1,618
975
$327K 0.01%
5,134
+55
37 38
39
40 41