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
151
$4.99M 0.14%
255,429
+233,343
152
$4.99M 0.14%
118,874
-75
153
$4.97M 0.14%
19,207
+1,513
154
$4.92M 0.14%
188,807
+5,311
155
$4.8M 0.14%
13,868
-492
156
$4.75M 0.14%
165,008
+5,396
157
$4.74M 0.14%
29,111
-3,371
158
$4.72M 0.14%
36,461
-1,533
159
$4.72M 0.14%
227,433
+9,594
160
$4.7M 0.14%
81,002
+70,466
161
$4.64M 0.13%
54,247
-21,595
162
$4.64M 0.13%
37,828
+1,233
163
$4.63M 0.13%
124,269
-6,940
164
$4.61M 0.13%
68,183
+3,933
165
$4.6M 0.13%
22,071
+1,002
166
$4.59M 0.13%
106,701
+5,560
167
$4.58M 0.13%
178,756
+5,668
168
$4.51M 0.13%
12,367
+31
169
$4.48M 0.13%
58,038
+7,186
170
$4.4M 0.13%
85,409
+3,031
171
$4.28M 0.12%
59,833
+8,917
172
$4.28M 0.12%
5,380
+135
173
$4.28M 0.12%
301,094
+7,792
174
$4.28M 0.12%
17,028
-245
175
$4.25M 0.12%
48,555
-392
5 6
7
8 9