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
176
$4.18M 0.14%
74,493
-4,011
177
$4.17M 0.14%
35,740
+1,384
178
$4.12M 0.13%
45,830
+2,820
179
$4.08M 0.13%
46,299
+6,138
180
$4.07M 0.13%
307,683
+6,405
181
$4.05M 0.13%
169,968
-14,610
182
$4.02M 0.13%
71,382
-38,196
183
$4M 0.13%
66,230
-4,650
184
$4M 0.13%
155,125
-33,916
185
$3.93M 0.13%
14,092
-2,021
186
$3.89M 0.13%
56,597
+2,645
187
$3.85M 0.12%
149,303
+128,195
188
$3.84M 0.12%
72,127
+8,745
189
$3.82M 0.12%
95,420
-387
190
$3.81M 0.12%
13,182
-1,098
191
$3.76M 0.12%
19,408
+1,414
192
$3.74M 0.12%
21,672
+919
193
$3.73M 0.12%
71,350
+11,184
194
$3.7M 0.12%
293,247
-1,107
195
$3.67M 0.12%
92,345
+4,288
196
$3.67M 0.12%
126,038
+16,580
197
$3.64M 0.12%
35,704
+4,119
198
$3.64M 0.12%
138,123
+23,888
199
$3.62M 0.12%
54,091
-1,591
200
$3.61M 0.12%
57,032
+30,121
6 7
8
9 10