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
1051
$311K 0.01%
3,315
+839
1052
$311K 0.01%
19,161
+1,387
1053
$310K 0.01%
12,608
+391
1054
$310K 0.01%
+12,317
1055
$310K 0.01%
4,233
-167
1056
$310K 0.01%
5,996
+2
1057
$309K 0.01%
3,239
-677
1058
$309K 0.01%
4,600
+1,092
1059
$308K 0.01%
1,702
-608
1060
$308K 0.01%
4,963
+207
1061
$308K 0.01%
+8,000
1062
$307K 0.01%
3,042
+51
1063
$306K 0.01%
1,993
-33
1064
$305K 0.01%
23,101
+5,000
1065
$304K 0.01%
6,892
+459
1066
$304K 0.01%
3,957
-162
1067
$304K 0.01%
2,013
+21
1068
$303K 0.01%
6,525
-784
1069
$302K 0.01%
48,546
-77
1070
$302K 0.01%
2,104
+95
1071
$302K 0.01%
16,854
-1,555
1072
$301K 0.01%
9,650
-2,250
1073
$301K 0.01%
7,319
-10
1074
$301K 0.01%
9,299
-720
1075
$301K 0.01%
3,182
-2,693
41 42
43
44 45