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
1101
$287K 0.01%
44,096
+1,402
1102
$286K 0.01%
8,762
-15
1103
$286K 0.01%
6,295
+864
1104
$285K 0.01%
5,933
-304
1105
$285K 0.01%
6,190
-403
1106
$284K 0.01%
6,150
1107
$284K 0.01%
34,991
-161
1108
$283K 0.01%
1,272
+200
1109
$282K 0.01%
1,341
+67
1110
$282K 0.01%
5,852
-192
1111
$280K 0.01%
2,430
+422
1112
$280K 0.01%
17,460
+3,876
1113
$280K 0.01%
750
-25
1114
$279K 0.01%
7,437
+3,880
1115
$278K 0.01%
2,100
+30
1116
$277K 0.01%
4,912
+366
1117
$276K 0.01%
2,424
-186
1118
$276K 0.01%
1,587
-28
1119
$275K 0.01%
6,750
1120
$275K 0.01%
73,263
+4,374
1121
$275K 0.01%
17,715
-757
1122
$274K 0.01%
6,261
+360
1123
$274K 0.01%
+3,455
1124
$273K 0.01%
3,310
+28
1125
$273K 0.01%
64,500
+1,100
43 44
45
46 47