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
1276
$142K ﹤0.01%
16,478
+369
1277
$138K ﹤0.01%
23,277
-7
1278
$135K ﹤0.01%
27,966
1279
$135K ﹤0.01%
+10,869
1280
$135K ﹤0.01%
62,086
+28,386
1281
$132K ﹤0.01%
+7,045
1282
$132K ﹤0.01%
15,404
-4,500
1283
$132K ﹤0.01%
52,227
+500
1284
$131K ﹤0.01%
+367
1285
$129K ﹤0.01%
11,742
+100
1286
$128K ﹤0.01%
26,650
1287
$127K ﹤0.01%
12,751
+649
1288
$125K ﹤0.01%
11,750
+200
1289
$124K ﹤0.01%
10,845
-49,604
1290
$122K ﹤0.01%
14,450
+3,030
1291
$122K ﹤0.01%
4,013
-777
1292
$121K ﹤0.01%
10,645
-1,005
1293
$120K ﹤0.01%
+10,451
1294
$119K ﹤0.01%
+11,839
1295
$116K ﹤0.01%
11,000
1296
$115K ﹤0.01%
13,112
-1,224
1297
– –
0
1298
$115K ﹤0.01%
51,300
+2,400
1299
$113K ﹤0.01%
11,500
1300
$113K ﹤0.01%
+6,088
50 51
52
53 54