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BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 28.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.54%
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
+$18M
2
+$14M
3
+$8.84M
4
AAPL icon
Apple
AAPL
+$6.67M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$5.43M

Top Sells

1
+$6.89M
2
+$5.01M
3
+$4.79M
4
CRWD icon
CrowdStrike
CRWD
+$4.01M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$3.81M

Sector Composition

1 Technology 17.22%
2 Consumer Discretionary 6.77%
3 Healthcare 6.75%
4 Financials 5.91%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$15K ﹤0.01%
11,600
1402
$14K ﹤0.01%
90
-352
1403
$11K ﹤0.01%
16
1404
$11K ﹤0.01%
17,000
1405
$9K ﹤0.01%
1,061
1406
$8K ﹤0.01%
900
1407
– –
-11,500
1408
– –
-14,141
1409
– –
-2,399
1410
– –
-598
1411
– –
-2,253
1412
– –
-16,013
1413
– –
-25,935
1414
– –
-2,542
1415
– –
-1,158
1416
– –
-13,400
1417
– –
-10,020
1418
– –
-33,301
1419
– –
-1,875
1420
– –
-4,892
1421
– –
-15,068
1422
– –
-713
1423
– –
-9,136
1424
– –
-3,730
1425
– –
-16,625
55 56
57
58 59