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
951
$382K 0.01%
3,556
-901
952
$382K 0.01%
1,179
+23
953
$380K 0.01%
6,585
-1,742
954
$380K 0.01%
3,692
+302
955
$378K 0.01%
1,219
+178
956
$375K 0.01%
7,851
+746
957
$375K 0.01%
7,471
+327
958
$373K 0.01%
+19,614
959
$373K 0.01%
4,788
-272
960
$373K 0.01%
+22,890
961
$373K 0.01%
4,493
+499
962
$372K 0.01%
3,216
+257
963
$371K 0.01%
2,450
+131
964
$371K 0.01%
3,500
+1,020
965
$367K 0.01%
7,821
+768
966
$366K 0.01%
11,134
+8
967
$366K 0.01%
20,352
+4,633
968
$361K 0.01%
+4,330
969
$361K 0.01%
5,472
+40
970
$361K 0.01%
20,110
+1,309
971
$360K 0.01%
14,330
+1
972
$359K 0.01%
774
+37
973
$359K 0.01%
211
+13
974
$359K 0.01%
13,315
+2,739
975
$358K 0.01%
+17,190
37 38
39
40 41