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
1151
$233K 0.01%
+7,270
1152
$232K 0.01%
12,021
-804
1153
$232K 0.01%
44,478
-3,166
1154
$232K 0.01%
2,860
-2,015
1155
$231K 0.01%
+8,260
1156
$229K 0.01%
4,363
-213
1157
$228K 0.01%
+8,886
1158
$227K 0.01%
+5,833
1159
$227K 0.01%
+6,409
1160
$227K 0.01%
+1,208
1161
$226K 0.01%
2,170
-1,541
1162
$226K 0.01%
11,173
-825
1163
$225K 0.01%
17,044
+3,550
1164
$224K 0.01%
2,529
-962
1165
$223K 0.01%
2,995
-140
1166
$223K 0.01%
+2,849
1167
$222K 0.01%
5,614
+213
1168
$221K 0.01%
8,029
-4,507
1169
$220K 0.01%
+7,040
1170
$220K 0.01%
3,200
1171
$220K 0.01%
+9,630
1172
$219K 0.01%
+27,500
1173
$218K 0.01%
4,570
+184
1174
$218K 0.01%
4,571
+687
1175
$218K 0.01%
+4,751
45 46
47
48 49