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
1176
$218K 0.01%
3,339
-2,002
1177
$218K 0.01%
+550
1178
$217K 0.01%
5,838
+13
1179
$217K 0.01%
5,957
-9
1180
$217K 0.01%
+27,165
1181
$217K 0.01%
48,522
+1,486
1182
$216K 0.01%
2,592
+22
1183
$216K 0.01%
+4,088
1184
$216K 0.01%
13,699
+59
1185
$215K 0.01%
3,375
1186
$215K 0.01%
+8,241
1187
$214K 0.01%
+5,111
1188
$213K 0.01%
22,611
-5,689
1189
$213K 0.01%
2,905
-781
1190
$213K 0.01%
4,070
-150
1191
$213K 0.01%
3,549
-4,147
1192
$213K 0.01%
11,499
-3,136
1193
$212K 0.01%
3,578
1194
$212K 0.01%
1,454
+452
1195
$212K 0.01%
+3,986
1196
$210K 0.01%
+5,956
1197
$210K 0.01%
+9,183
1198
$209K 0.01%
+324
1199
$209K 0.01%
+7,521
1200
$209K 0.01%
2,253
-27
46 47
48
49 50