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
976
$357K 0.01%
1,429
+206
977
$356K 0.01%
1,596
+251
978
$356K 0.01%
12,115
+17
979
$355K 0.01%
25,048
+70
980
$355K 0.01%
5,041
+386
981
$355K 0.01%
+4,140
982
$355K 0.01%
+6,344
983
$354K 0.01%
2,377
+430
984
$353K 0.01%
2,189
+76
985
$353K 0.01%
8,112
-1,176
986
$352K 0.01%
2,539
-1
987
$352K 0.01%
33,861
-3,790
988
$352K 0.01%
10,229
-1,816
989
$351K 0.01%
5,192
+493
990
$350K 0.01%
20,871
+1,065
991
$350K 0.01%
17,130
+1,236
992
$348K 0.01%
8,171
-189
993
$348K 0.01%
+26,425
994
$348K 0.01%
24,566
-7,953
995
$348K 0.01%
1,711
-429
996
$346K 0.01%
1,984
-2
997
$346K 0.01%
4,858
-55
998
$344K 0.01%
5,135
999
$343K 0.01%
+1,756
1000
$343K 0.01%
10,412
+1,680
38 39
40
41 42