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
1251
$209K 0.01%
+4,580
1252
$208K 0.01%
16,370
1253
$208K 0.01%
37,870
+2,044
1254
$208K 0.01%
4,135
1255
$208K 0.01%
3,144
-1,640
1256
$207K 0.01%
19,039
+1,654
1257
$206K 0.01%
2,925
-488
1258
$205K 0.01%
6,721
-4,297
1259
$205K 0.01%
+5,690
1260
$205K 0.01%
+7,956
1261
$204K 0.01%
2,573
-550
1262
$204K 0.01%
+5,920
1263
$204K 0.01%
+3,143
1264
$203K 0.01%
12,515
+1,750
1265
$202K 0.01%
+1,635
1266
$200K 0.01%
79,920
+36,620
1267
$200K 0.01%
+16,188
1268
$200K 0.01%
14,040
+20
1269
$199K 0.01%
+10,697
1270
$198K 0.01%
45,522
1271
$198K 0.01%
26,571
-1,788
1272
$196K 0.01%
33,166
-12,292
1273
$196K 0.01%
3,267
-168
1274
$195K 0.01%
3,523
+73
1275
$194K 0.01%
+12,225
49 50
51
52 53