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
1001
$343K 0.01%
539
-18
1002
$343K 0.01%
25,326
-2,525
1003
$341K 0.01%
7,681
+569
1004
$340K 0.01%
3,789
+146
1005
$339K 0.01%
3,272
+230
1006
$339K 0.01%
+2,922
1007
$338K 0.01%
8,783
+266
1008
$338K 0.01%
5,092
+656
1009
$338K 0.01%
+18,632
1010
$337K 0.01%
18,960
1011
$337K 0.01%
8,402
+1,271
1012
$337K 0.01%
22,600
-1,500
1013
$336K 0.01%
+10,542
1014
$335K 0.01%
3,784
-221
1015
$333K 0.01%
22,160
-1,877
1016
$332K 0.01%
+1,281
1017
$331K 0.01%
12,334
-14,480
1018
$330K 0.01%
7,293
-198
1019
$330K 0.01%
7,367
+1,115
1020
$329K 0.01%
1,698
-2
1021
$329K 0.01%
4,715
+7
1022
$328K 0.01%
4,223
-484
1023
$326K 0.01%
3,011
-780
1024
$326K 0.01%
+10,429
1025
$326K 0.01%
32,958
+1,230
39 40
41
42 43