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
1326
$116K ﹤0.01%
11,782
+1,000
1327
$116K ﹤0.01%
+17,321
1328
$115K ﹤0.01%
11,233
+51
1329
$115K ﹤0.01%
11,776
-64
1330
$114K ﹤0.01%
11,000
1331
$113K ﹤0.01%
13,226
+57
1332
$112K ﹤0.01%
11,925
-3,945
1333
$112K ﹤0.01%
+10,410
1334
$112K ﹤0.01%
+2,400
1335
$109K ﹤0.01%
17,250
-28,500
1336
$108K ﹤0.01%
15,807
-1,370
1337
$107K ﹤0.01%
11,155
-40
1338
$106K ﹤0.01%
177,900
+127,806
1339
$105K ﹤0.01%
4,778
+334
1340
$104K ﹤0.01%
16,435
+4,450
1341
$104K ﹤0.01%
6,075
-4,398
1342
$102K ﹤0.01%
351,101
+44,756
1343
$102K ﹤0.01%
20,247
-7,719
1344
$99K ﹤0.01%
12,224
+1,859
1345
$97K ﹤0.01%
14,276
-450
1346
$96K ﹤0.01%
14,895
-2,400
1347
$94K ﹤0.01%
13,600
1348
$91K ﹤0.01%
44,800
1349
$90K ﹤0.01%
+18,600
1350
$89K ﹤0.01%
32,236
-12,150
52 53
54
55 56