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
1076
$300K 0.01%
8,667
-398
1077
$300K 0.01%
5,865
-486
1078
$300K 0.01%
+2,871
1079
$299K 0.01%
2,493
+111
1080
$299K 0.01%
64,016
+564
1081
$298K 0.01%
5,226
+444
1082
$296K 0.01%
1,769
+221
1083
$296K 0.01%
18,619
+3,585
1084
$296K 0.01%
9,970
+771
1085
$296K 0.01%
8,024
-513
1086
$295K 0.01%
+1,439
1087
$295K 0.01%
9,630
-582
1088
$295K 0.01%
1,217
-216
1089
$294K 0.01%
4,403
+70
1090
$294K 0.01%
5,965
-32
1091
$291K 0.01%
2,479
-81
1092
$291K 0.01%
5,821
+34
1093
$291K 0.01%
6,715
+1,404
1094
$290K 0.01%
4,350
+588
1095
$290K 0.01%
3,213
+311
1096
$288K 0.01%
15,671
-4,088
1097
$288K 0.01%
7,304
+470
1098
$288K 0.01%
5,267
-135
1099
$288K 0.01%
4,813
+50
1100
$287K 0.01%
6,380
+24
42 43
44
45 46