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
1276
$193K 0.01%
44,935
-29,375
1277
$192K 0.01%
13,160
-66
1278
$190K 0.01%
16,294
+416
1279
$188K 0.01%
13,665
+1,736
1280
$188K 0.01%
12,579
-2,212
1281
$187K 0.01%
12,414
+362
1282
$185K 0.01%
14,041
-3,409
1283
$185K 0.01%
5,550
1284
$185K 0.01%
13,066
-48
1285
$184K 0.01%
10,325
-1,078
1286
$183K 0.01%
11,723
-7,061
1287
$183K 0.01%
+11,019
1288
$182K 0.01%
11,670
+35
1289
$179K 0.01%
3,171
+1,132
1290
$177K 0.01%
12,550
+750
1291
$177K 0.01%
+12,256
1292
$177K 0.01%
4,823
+216
1293
$171K ﹤0.01%
17,072
-55
1294
$171K ﹤0.01%
+10,927
1295
$169K ﹤0.01%
+1,263
1296
$166K ﹤0.01%
12,069
+341
1297
$162K ﹤0.01%
11,225
+250
1298
$162K ﹤0.01%
15,983
-92
1299
$159K ﹤0.01%
745
+59
1300
$158K ﹤0.01%
2,705
-2,835
50 51
52
53 54