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
1376
$49K ﹤0.01%
11,850
1377
$49K ﹤0.01%
25,900
-33,000
1378
$48K ﹤0.01%
10,200
1379
$48K ﹤0.01%
+22,600
1380
$44K ﹤0.01%
179
+8
1381
$44K ﹤0.01%
1,821
1382
$36K ﹤0.01%
+54,305
1383
$33K ﹤0.01%
203
-1
1384
$32K ﹤0.01%
5,485
-865
1385
$29K ﹤0.01%
13,110
-4,900
1386
$28K ﹤0.01%
+24,100
1387
$28K ﹤0.01%
20,000
1388
$28K ﹤0.01%
15,044
-6,000
1389
$27K ﹤0.01%
3,850
-10,250
1390
$26K ﹤0.01%
+10,500
1391
$24K ﹤0.01%
13
-12
1392
$23K ﹤0.01%
683
+91
1393
$22K ﹤0.01%
10,400
1394
$21K ﹤0.01%
25,954
1395
$19K ﹤0.01%
11,064
-1,007
1396
$19K ﹤0.01%
30
+16
1397
$19K ﹤0.01%
12,000
1398
$19K ﹤0.01%
8,500
+2,500
1399
$16K ﹤0.01%
10,149
1400
$16K ﹤0.01%
360
54 55
56
57 58