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
101
$6.78M 0.22%
32,858
+3,611
102
$6.73M 0.22%
27,644
+1,297
103
$6.71M 0.22%
125,760
+7,498
104
$6.71M 0.22%
43,637
+1,616
105
$6.66M 0.22%
50,965
+2,948
106
$6.65M 0.22%
87,605
+83,879
107
$6.59M 0.21%
90,591
+7,214
108
$6.57M 0.21%
130,432
+5,639
109
$6.47M 0.21%
111,373
+55,263
110
$6.31M 0.2%
54,400
-2,957
111
$6.26M 0.2%
361,194
+18,852
112
$6.25M 0.2%
+115,187
113
$6.06M 0.2%
32,930
+12,151
114
$5.97M 0.19%
56,996
-324
115
$5.96M 0.19%
53,323
-1,160
116
$5.94M 0.19%
58,272
-458
117
$5.92M 0.19%
20,697
+19,230
118
$5.92M 0.19%
+90,260
119
$5.9M 0.19%
78,133
+214
120
$5.86M 0.19%
62,384
-6,069
121
$5.85M 0.19%
86,749
+35,969
122
$5.79M 0.19%
240,158
+104,416
123
$5.78M 0.19%
67,032
+348
124
$5.73M 0.19%
20,049
+224
125
$5.73M 0.19%
21,111
+581
3 4
5
6 7