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
1051
$284K 0.01%
16,508
+3,178
1052
$284K 0.01%
10,243
+149
1053
$283K 0.01%
6,381
+1,308
1054
$282K 0.01%
812
-306
1055
$281K 0.01%
2,819
+195
1056
$280K 0.01%
+4,147
1057
$280K 0.01%
20,883
+1,378
1058
$280K 0.01%
16,708
-663
1059
$279K 0.01%
+1,915
1060
$279K 0.01%
5,994
-498
1061
$278K 0.01%
89,082
-2,110
1062
$278K 0.01%
14,385
-1,240
1063
$278K 0.01%
1,732
-1,548
1064
$277K 0.01%
5,160
-1,844
1065
$277K 0.01%
1,860
-132
1066
$277K 0.01%
+3,585
1067
$277K 0.01%
3,742
-570
1068
$276K 0.01%
+2,404
1069
$276K 0.01%
10,823
-3,813
1070
$275K 0.01%
2,415
+338
1071
$275K 0.01%
34,967
+102
1072
$275K 0.01%
3,417
-504
1073
$275K 0.01%
1,329
-283
1074
$273K 0.01%
+1,308
1075
$273K 0.01%
+2,192
41 42
43
44 45