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
101
$7.43M 0.21%
140,694
+5,575
102
$7.38M 0.21%
116,427
-47
103
$7.31M 0.21%
83,408
+2,067
104
$7.01M 0.2%
369,780
-2,190
105
$6.97M 0.2%
41,846
-1,696
106
$6.84M 0.2%
58,500
+1,112
107
$6.77M 0.2%
192,694
+23,641
108
$6.73M 0.19%
104,514
-18,237
109
$6.6M 0.19%
86,879
-2,542
110
$6.57M 0.19%
21,485
-88
111
$6.51M 0.19%
61,261
-538
112
$6.49M 0.19%
23,500
+405
113
$6.45M 0.19%
45,847
+884
114
$6.33M 0.18%
56,486
+570
115
$6.33M 0.18%
33,596
+381
116
$6.31M 0.18%
69,052
+6,284
117
$6.3M 0.18%
106,335
-1,187
118
$6.29M 0.18%
125,017
-1,628
119
$6.23M 0.18%
25,276
-138
120
$6.19M 0.18%
155,697
-20,719
121
$6.17M 0.18%
23,838
+501
122
$6.15M 0.18%
52,410
+5,238
123
$5.99M 0.17%
190,594
+85,768
124
$5.97M 0.17%
23,668
+15,602
125
$5.95M 0.17%
9,256
+395
3 4
5
6 7