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
1076
$272K 0.01%
8,448
-2,337
1077
$272K 0.01%
2,140
-374
1078
$270K 0.01%
3,203
+200
1079
$270K 0.01%
+4,564
1080
$270K 0.01%
2,079
+319
1081
$269K 0.01%
+5,386
1082
$269K 0.01%
18,117
+1,883
1083
$269K 0.01%
4,524
+168
1084
$267K 0.01%
6,370
-5,220
1085
$267K 0.01%
38,373
-1,088
1086
$267K 0.01%
+1,304
1087
$267K 0.01%
2,541
+328
1088
$267K 0.01%
22,112
+3,000
1089
$267K 0.01%
+771
1090
$265K 0.01%
11,696
-1,472
1091
$265K 0.01%
+8,232
1092
$263K 0.01%
45,461
+3,848
1093
$262K 0.01%
+4,304
1094
$262K 0.01%
3,915
+298
1095
$262K 0.01%
10,500
-855
1096
$261K 0.01%
9,417
+1
1097
$261K 0.01%
5,901
+1,201
1098
$261K 0.01%
7,597
+62
1099
$260K 0.01%
5,010
-4,304
1100
$260K 0.01%
1,488
+139
42 43
44
45 46