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
1301
$158K ﹤0.01%
16,186
+3,401
1302
$156K ﹤0.01%
17,632
+1,200
1303
$156K ﹤0.01%
34,700
-6,000
1304
$155K ﹤0.01%
16,271
-94
1305
$154K ﹤0.01%
12,330
+113
1306
$153K ﹤0.01%
16,322
+5,472
1307
$149K ﹤0.01%
27,745
-5,163
1308
$148K ﹤0.01%
16,053
-2,069
1309
$148K ﹤0.01%
+14,900
1310
$147K ﹤0.01%
10,344
-10,762
1311
$147K ﹤0.01%
37,547
+1,892
1312
$141K ﹤0.01%
12,720
+1,450
1313
$134K ﹤0.01%
12,470
1314
$131K ﹤0.01%
22,201
-129
1315
$130K ﹤0.01%
39,384
-473
1316
$128K ﹤0.01%
15,977
+2,640
1317
$126K ﹤0.01%
13,476
-3,857
1318
$126K ﹤0.01%
17,700
+851
1319
$125K ﹤0.01%
32,682
-20,790
1320
$123K ﹤0.01%
12,915
+875
1321
$123K ﹤0.01%
35
+24
1322
$122K ﹤0.01%
10,941
+300
1323
$122K ﹤0.01%
11,719
+219
1324
$121K ﹤0.01%
18,801
+184
1325
$118K ﹤0.01%
+16,423
51 52
53
54 55