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
176
$4.21M 0.12%
20,608
+319
177
$4.2M 0.12%
20,119
+1,219
178
$4.19M 0.12%
44,251
-5,042
179
$4.18M 0.12%
25,527
-1,138
180
$4.12M 0.12%
39,309
+13,222
181
$4.1M 0.12%
156,607
-1,545
182
$4.1M 0.12%
39,577
+661
183
$4.09M 0.12%
56,684
+528
184
$4.09M 0.12%
26,805
+11,176
185
$4.08M 0.12%
4,456
+118
186
$4.07M 0.12%
46,771
+2,043
187
$4.04M 0.12%
72,777
+4,324
188
$4.03M 0.12%
6,203
+272
189
$4.02M 0.12%
953,181
+83,449
190
$4.01M 0.12%
10,489
+2,247
191
$3.98M 0.11%
19,814
-44
192
$3.96M 0.11%
156,750
-5,920
193
$3.95M 0.11%
15,504
-1,773
194
$3.93M 0.11%
30,454
-269
195
$3.92M 0.11%
42,819
+8,047
196
$3.92M 0.11%
93,475
-5,471
197
$3.86M 0.11%
39,318
+2,516
198
$3.75M 0.11%
35,917
+137
199
$3.75M 0.11%
16,596
-29
200
$3.74M 0.11%
28,209
-311
6 7
8
9 10