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
1226
$192K 0.01%
2,593
-136
1227
$189K 0.01%
+17,432
1228
$187K 0.01%
47,778
-712
1229
$185K 0.01%
13,105
+2,175
1230
$184K 0.01%
13,775
-6,050
1231
$183K 0.01%
11,810
-2,323
1232
$183K 0.01%
2,115
-2,672
1233
$183K 0.01%
11,600
+36
1234
$182K 0.01%
+10,002
1235
$182K 0.01%
22,796
+7,971
1236
$180K 0.01%
32,894
+5,040
1237
$179K 0.01%
+17,575
1238
$179K 0.01%
28,100
+9,600
1239
$178K 0.01%
17,484
+2,135
1240
$176K 0.01%
+10,729
1241
$176K 0.01%
+41
1242
$174K 0.01%
+14,200
1243
$173K 0.01%
+17,573
1244
$173K 0.01%
690
-220
1245
$172K 0.01%
+16,404
1246
$172K 0.01%
1,389
+250
1247
$171K 0.01%
13,056
+46
1248
$171K 0.01%
17,126
+6,649
1249
$170K 0.01%
14,370
+2,540
1250
$168K 0.01%
12,300
+300
48 49
50
51 52