BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 28.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.54%
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
+$18M
2
+$14M
3
+$8.84M
4
AAPL icon
Apple
AAPL
+$6.67M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$5.43M

Top Sells

1
+$6.89M
2
+$5.01M
3
+$4.79M
4
CRWD icon
CrowdStrike
CRWD
+$4.01M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$3.81M

Sector Composition

1 Technology 17.22%
2 Consumer Discretionary 6.77%
3 Healthcare 6.75%
4 Financials 5.91%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$232K 0.01%
3,578
1202
$232K 0.01%
2,048
+24
1203
$232K 0.01%
2,975
-288
1204
$231K 0.01%
12,250
+1,500
1205
$231K 0.01%
1,477
+35
1206
$231K 0.01%
4,854
+604
1207
$230K 0.01%
17,618
+157
1208
$230K 0.01%
+12,684
1209
$230K 0.01%
4,116
+294
1210
$229K 0.01%
+3,369
1211
$228K 0.01%
9,591
-3,750
1212
$227K 0.01%
+7,060
1213
$227K 0.01%
8,765
+25
1214
$227K 0.01%
+3,485
1215
$227K 0.01%
+1,614
1216
$226K 0.01%
6,265
-13,799
1217
$225K 0.01%
1,653
+102
1218
$225K 0.01%
23,315
1219
$224K 0.01%
+3,898
1220
$224K 0.01%
4,752
+2
1221
$224K 0.01%
5,675
-248
1222
$223K 0.01%
7,472
-1,447
1223
$223K 0.01%
18,688
+7,341
1224
$222K 0.01%
2,848
-771
1225
$222K 0.01%
+4,317
47 48
49
50 51