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
1226
$222K 0.01%
1,339
+110
1227
$222K 0.01%
+14,085
1228
$221K 0.01%
5,433
-150
1229
$221K 0.01%
+970
1230
$221K 0.01%
+1,460
1231
$221K 0.01%
8,200
-14,716
1232
$220K 0.01%
18,241
-509
1233
$218K 0.01%
+2,122
1234
$218K 0.01%
17,057
+3,999
1235
$218K 0.01%
7,350
-167
1236
$218K 0.01%
11,552
+52
1237
$217K 0.01%
2,383
+31
1238
$216K 0.01%
+13,500
1239
$216K 0.01%
+8,113
1240
$216K 0.01%
14,800
-6,800
1241
$214K 0.01%
+2,664
1242
$214K 0.01%
7,760
-753
1243
$214K 0.01%
2,355
-16
1244
$213K 0.01%
30,178
-23,675
1245
$212K 0.01%
12,720
-185
1246
$212K 0.01%
8,161
-1,219
1247
$211K 0.01%
2,600
-600
1248
$211K 0.01%
6,658
-34
1249
$210K 0.01%
+2,207
1250
$210K 0.01%
11,494
+47
48 49
50
51 52