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
1201
$208K 0.01%
+2,430
1202
$208K 0.01%
2,884
-95
1203
$208K 0.01%
+1,081
1204
$207K 0.01%
+716
1205
$207K 0.01%
21,318
-14,750
1206
$206K 0.01%
5,290
-1,408
1207
$205K 0.01%
+2,702
1208
$205K 0.01%
15,386
1209
$204K 0.01%
631
-218
1210
$204K 0.01%
+1,189
1211
$203K 0.01%
6,315
-3,710
1212
$202K 0.01%
10,302
-804
1213
$202K 0.01%
28,359
+2,932
1214
$201K 0.01%
355
-1,920
1215
$201K 0.01%
+289
1216
$201K 0.01%
501
-264
1217
$200K 0.01%
13,999
+20
1218
$198K 0.01%
197,100
+145,700
1219
$196K 0.01%
+28,600
1220
$195K 0.01%
31,841
-8
1221
$195K 0.01%
28,197
+8,430
1222
$195K 0.01%
+19,936
1223
$194K 0.01%
16,018
+4,453
1224
$194K 0.01%
17,500
-500
1225
$193K 0.01%
+11,540
47 48
49
50 51