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
1176
$245K 0.01%
13,400
1177
$244K 0.01%
4,167
+162
1178
$244K 0.01%
+431
1179
$242K 0.01%
1,877
+17
1180
$241K 0.01%
+6,708
1181
$241K 0.01%
+5,967
1182
$240K 0.01%
+6,143
1183
$240K 0.01%
35,373
1184
$240K 0.01%
+9,692
1185
$240K 0.01%
15,126
+1,846
1186
$239K 0.01%
3,255
+164
1187
$239K 0.01%
3,991
+278
1188
$238K 0.01%
43,094
-7,930
1189
$238K 0.01%
7,798
-8,560
1190
$237K 0.01%
4,799
-870
1191
$237K 0.01%
+2,275
1192
$236K 0.01%
35,404
+19,000
1193
$236K 0.01%
2,915
-80
1194
$236K 0.01%
+3,666
1195
$236K 0.01%
+9,421
1196
$234K 0.01%
3,142
+100
1197
$234K 0.01%
+3,556
1198
$233K 0.01%
+4,175
1199
$232K 0.01%
2,975
-288
1200
$232K 0.01%
2,048
+24
46 47
48
49 50