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
76
$9.58M 0.28%
42,370
-792
77
$9.23M 0.27%
369,622
+27,678
78
$9.21M 0.27%
110,126
+16,835
79
$9.15M 0.26%
34,145
+1,558
80
$9.08M 0.26%
31,056
+876
81
$9.02M 0.26%
69,711
+4,040
82
$8.98M 0.26%
51,644
-199
83
$8.9M 0.26%
36,455
+361
84
$8.76M 0.25%
24,887
+1,092
85
$8.63M 0.25%
193,886
+8,001
86
$8.63M 0.25%
138,320
-685
87
$8.5M 0.24%
33,437
+3,523
88
$8.37M 0.24%
230,979
+4,554
89
$8.37M 0.24%
109,158
+3,514
90
$8.19M 0.24%
52,264
-2,520
91
$8.17M 0.24%
79,367
+2,764
92
$8.07M 0.23%
231,920
+58,978
93
$7.96M 0.23%
428,501
-52,688
94
$7.92M 0.23%
78,383
-2,882
95
$7.8M 0.22%
124,929
+3,807
96
$7.77M 0.22%
104,035
+2,294
97
$7.67M 0.22%
138,052
-3,024
98
$7.58M 0.22%
73,448
+2,009
99
$7.58M 0.22%
89,614
+9,161
100
$7.58M 0.22%
35,340
+1,519
2 3
4
5 6