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
$3.08B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,511
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$6.61M
3
+$6.37M
4
CRWD icon
CrowdStrike
CRWD
+$6.32M
5
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$6.25M

Top Sells

1
+$15.7M
2
+$10.4M
3
+$8.08M
4
CAPD
iPath Shiller CAPE ETN
CAPD
+$8.06M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$7.95M

Sector Composition

1 Technology 15.73%
2 Consumer Discretionary 7.35%
3 Healthcare 7.04%
4 Financials 6.1%
5 Communication Services 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.85M 0.16%
182,768
-1,508
152
$4.83M 0.16%
65,229
+2,130
153
$4.82M 0.16%
104,448
-12,227
154
$4.8M 0.16%
100,411
-10,112
155
$4.78M 0.16%
79,446
-43,860
156
$4.73M 0.15%
20,224
+1,973
157
$4.71M 0.15%
19,466
+1,356
158
$4.69M 0.15%
20,200
-8,739
159
$4.69M 0.15%
35,274
-2,990
160
$4.66M 0.15%
21,200
-1,013
161
$4.65M 0.15%
21,195
+1,697
162
$4.61M 0.15%
119,665
+5,085
163
$4.58M 0.15%
36,904
+1,446
164
$4.51M 0.15%
33,595
-31,592
165
$4.5M 0.15%
169,485
-5,435
166
$4.46M 0.15%
171,400
+3,544
167
$4.46M 0.15%
42,601
+4,451
168
$4.4M 0.14%
17,946
-735
169
$4.39M 0.14%
87,615
+2,617
170
$4.3M 0.14%
391,500
+12,176
171
$4.3M 0.14%
41,491
+10,677
172
$4.25M 0.14%
19,507
+574
173
$4.24M 0.14%
+54,657
174
$4.21M 0.14%
25,504
+1,375
175
$4.19M 0.14%
229,977
-1,181
5 6
7
8 9