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
1351
$89K ﹤0.01%
11,489
+79
1352
$87K ﹤0.01%
52,227
1353
– –
0
1354
$85K ﹤0.01%
1,336
+74
1355
$82K ﹤0.01%
10,228
+190
1356
$78K ﹤0.01%
+11,050
1357
$76K ﹤0.01%
+11,287
1358
$75K ﹤0.01%
32,500
1359
$71K ﹤0.01%
+39
1360
$70K ﹤0.01%
10,811
+117
1361
$68K ﹤0.01%
15,500
1362
$67K ﹤0.01%
17,617
+1,043
1363
$67K ﹤0.01%
20,013
1364
$65K ﹤0.01%
+10,555
1365
$65K ﹤0.01%
63
-16
1366
$64K ﹤0.01%
+2,406
1367
$61K ﹤0.01%
44,800
+28,200
1368
$60K ﹤0.01%
+22,400
1369
$59K ﹤0.01%
1,246
-242
1370
$57K ﹤0.01%
18,225
+4,025
1371
$56K ﹤0.01%
94,210
+59,210
1372
$55K ﹤0.01%
29,000
1373
$55K ﹤0.01%
1,691
-3,675
1374
$55K ﹤0.01%
58,983
-599
1375
$51K ﹤0.01%
11,200
53 54
55
56 57