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
1326
$84K ﹤0.01%
+10,307
1327
$83K ﹤0.01%
2,625
1328
$81K ﹤0.01%
16,810
-21,200
1329
$79K ﹤0.01%
33
-14
1330
$78K ﹤0.01%
842
+480
1331
$75K ﹤0.01%
2,140
-3,347
1332
$73K ﹤0.01%
+11,100
1333
$72K ﹤0.01%
+14,100
1334
$72K ﹤0.01%
10,672
+1
1335
$67K ﹤0.01%
+14,200
1336
$66K ﹤0.01%
21,500
-2,500
1337
$65K ﹤0.01%
1
1338
$64K ﹤0.01%
25
-19
1339
$62K ﹤0.01%
+10,200
1340
$62K ﹤0.01%
27,000
+2,915
1341
$62K ﹤0.01%
+35,900
1342
$61K ﹤0.01%
+11,200
1343
$58K ﹤0.01%
18,240
+3,000
1344
$57K ﹤0.01%
48,500
+22,100
1345
$56K ﹤0.01%
+17,059
1346
$56K ﹤0.01%
+10,450
1347
$54K ﹤0.01%
14,000
-22,000
1348
$51K ﹤0.01%
5,350
-6,020
1349
$51K ﹤0.01%
90,000
1350
$45K ﹤0.01%
11,000
-28,000
52 53
54
55 56