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
1151
$256K 0.01%
3,016
-245
1152
$253K 0.01%
1,334
-547
1153
$253K 0.01%
2,284
-268
1154
$253K 0.01%
12,208
-4,401
1155
$252K 0.01%
15,966
+5,221
1156
$252K 0.01%
5,000
1157
$252K 0.01%
+6,679
1158
$251K 0.01%
+2,923
1159
$250K 0.01%
4,441
-4,363
1160
$250K 0.01%
2,814
+632
1161
$250K 0.01%
3,527
+457
1162
$250K 0.01%
37,223
+5,328
1163
$249K 0.01%
+1,467
1164
$249K 0.01%
9,097
+334
1165
$248K 0.01%
4,758
+58
1166
$248K 0.01%
+4,550
1167
$248K 0.01%
20,030
+2,071
1168
$247K 0.01%
1,721
-896
1169
$247K 0.01%
+1,660
1170
$246K 0.01%
+1,210
1171
$246K 0.01%
6,427
+8
1172
$246K 0.01%
3,331
1173
$246K 0.01%
+5,708
1174
$246K 0.01%
13,873
+3,087
1175
$246K 0.01%
26,232
+3,296
45 46
47
48 49