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
126
$5.93M 0.17%
32,603
-37,407
127
$5.92M 0.17%
55,321
-341
128
$5.9M 0.17%
17,408
+1,316
129
$5.72M 0.16%
16,103
+135
130
$5.72M 0.16%
21,385
+410
131
$5.71M 0.16%
61,536
+1,518
132
$5.69M 0.16%
107,325
-1,336
133
$5.68M 0.16%
20,171
-477
134
$5.59M 0.16%
73,487
-5,935
135
$5.56M 0.16%
185,427
+80,853
136
$5.54M 0.16%
96,294
-3,039
137
$5.53M 0.16%
89,207
-221
138
$5.5M 0.16%
27,937
+945
139
$5.45M 0.16%
21,619
+195
140
$5.44M 0.16%
96,010
+1,410
141
$5.42M 0.16%
37,245
-318
142
$5.36M 0.15%
15,626
-232
143
$5.34M 0.15%
62,055
-217
144
$5.31M 0.15%
23,586
-656
145
$5.28M 0.15%
196,062
+51,660
146
$5.25M 0.15%
58,828
+1,065
147
$5.18M 0.15%
22,365
+1,585
148
$5.12M 0.15%
31,713
-6,090
149
$5.03M 0.14%
52,948
+1,559
150
$5.01M 0.14%
105,805
+902
4 5
6
7 8