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
1126
$273K 0.01%
39,300
1127
$270K 0.01%
1,756
+25
1128
$270K 0.01%
4,078
-193
1129
$268K 0.01%
+1,575
1130
$268K 0.01%
22,000
1131
$268K 0.01%
+7,587
1132
$268K 0.01%
+3,319
1133
$268K 0.01%
706
-130
1134
$267K 0.01%
+5,230
1135
$267K 0.01%
3,110
+161
1136
$267K 0.01%
2,437
+192
1137
$266K 0.01%
10,012
-55
1138
$265K 0.01%
4,900
-222
1139
$265K 0.01%
1,152
+22
1140
$264K 0.01%
+10,232
1141
$260K 0.01%
4,102
+248
1142
$260K 0.01%
18,907
-5
1143
$260K 0.01%
+3,362
1144
$259K 0.01%
+7,890
1145
$259K 0.01%
5,524
-1,002
1146
$258K 0.01%
1,554
-6,686
1147
$258K 0.01%
4,520
-35
1148
$258K 0.01%
16,000
-1,500
1149
$257K 0.01%
+178
1150
$257K 0.01%
2,656
+71
44 45
46
47 48