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
1026
$296K 0.01%
6,701
+235
1027
$295K 0.01%
4,138
-2,796
1028
$295K 0.01%
48,100
+2,000
1029
$295K 0.01%
+1,689
1030
$295K 0.01%
2,564
+165
1031
$294K 0.01%
2,479
+1
1032
$294K 0.01%
5,849
-346
1033
$294K 0.01%
16,429
+116
1034
$293K 0.01%
7,879
-154
1035
$292K 0.01%
18,247
+7,349
1036
$291K 0.01%
3,671
+345
1037
$291K 0.01%
+11,606
1038
$290K 0.01%
1,103
1039
$290K 0.01%
3,032
-228
1040
$290K 0.01%
2,287
-134
1041
$290K 0.01%
6,106
-1,082
1042
$290K 0.01%
7,314
+2
1043
$290K 0.01%
+2,503
1044
$288K 0.01%
18,960
-4,211
1045
$288K 0.01%
11,427
+2,019
1046
$288K 0.01%
6,350
1047
$287K 0.01%
42,482
+720
1048
$287K 0.01%
4,732
+40
1049
$284K 0.01%
1,377
-467
1050
$284K 0.01%
1,753
-187
40 41
42
43 44