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
1101
$260K 0.01%
+3,592
1102
$260K 0.01%
4,900
-400
1103
$259K 0.01%
6,884
+118
1104
$259K 0.01%
64,570
+5,284
1105
$259K 0.01%
1,940
+100
1106
$259K 0.01%
8,116
-47,188
1107
$259K 0.01%
466
-45
1108
$259K 0.01%
15,039
-9,347
1109
$259K 0.01%
2,906
-7
1110
$259K 0.01%
891
1111
$259K 0.01%
+2,886
1112
$258K 0.01%
16,772
-2,209
1113
$257K 0.01%
3,647
-146
1114
$255K 0.01%
+6,338
1115
$254K 0.01%
5,821
-237
1116
$253K 0.01%
+1,390
1117
$253K 0.01%
6,051
-1,045
1118
$253K 0.01%
5,000
-169
1119
$251K 0.01%
1,727
-465
1120
$251K 0.01%
3,571
-589
1121
$250K 0.01%
3,083
-327
1122
$250K 0.01%
+7,431
1123
$249K 0.01%
+4,174
1124
$248K 0.01%
+18,401
1125
$246K 0.01%
2,574
-222
43 44
45
46 47