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
1126
$246K 0.01%
1,453
-218
1127
$245K 0.01%
13,524
+74
1128
$245K 0.01%
3,431
1129
$244K 0.01%
3,705
-129
1130
$244K 0.01%
+2,846
1131
$243K 0.01%
7,792
-2,309
1132
$243K 0.01%
+4,875
1133
$243K 0.01%
2,920
+13
1134
$241K 0.01%
1,464
-100
1135
$241K 0.01%
9,941
+1,276
1136
$241K 0.01%
+4,417
1137
$240K 0.01%
1,176
-214
1138
$239K 0.01%
23,315
1139
$238K 0.01%
2,076
-202
1140
$238K 0.01%
3,152
-2,221
1141
$238K 0.01%
+7,026
1142
$237K 0.01%
+3,487
1143
$236K 0.01%
12,607
+5
1144
$235K 0.01%
+128
1145
$235K 0.01%
1,370
-203
1146
$235K 0.01%
956
-251
1147
$234K 0.01%
3,280
-1,863
1148
$234K 0.01%
3,657
+1
1149
$234K 0.01%
+1,429
1150
$233K 0.01%
2,909
-2,659
44 45
46
47 48