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
1251
$165K 0.01%
10,356
+223
1252
$164K 0.01%
+10,887
1253
$162K 0.01%
10,153
+20
1254
$161K 0.01%
16,572
+115
1255
$160K 0.01%
18,119
+4,026
1256
$159K 0.01%
1,383
-317
1257
$159K 0.01%
16,193
-2
1258
$158K 0.01%
10,975
1259
$158K 0.01%
10,698
+40
1260
$157K 0.01%
2,934
-1,100
1261
$156K 0.01%
13,625
-1,150
1262
$155K 0.01%
34,118
+5,055
1263
$154K 0.01%
14,395
-350
1264
$153K 0.01%
+46,300
1265
$152K ﹤0.01%
604
-42
1266
$152K ﹤0.01%
11,451
+269
1267
$152K ﹤0.01%
46,874
-40,664
1268
$151K ﹤0.01%
11,306
+1,182
1269
$150K ﹤0.01%
250
+15
1270
$150K ﹤0.01%
4,536
+1,162
1271
$149K ﹤0.01%
+326
1272
$149K ﹤0.01%
+11,833
1273
$149K ﹤0.01%
+10,719
1274
$145K ﹤0.01%
4,860
+5
1275
$144K ﹤0.01%
10,929
-861
49 50
51
52 53