BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $3.05B
This Quarter Return
+2.98%
1 Year Return
+24%
3 Year Return
+33.61%
5 Year Return
+119.44%
10 Year Return
+290.67%
AUM
$3.05B
AUM Growth
-$545M
Cap. Flow
-$562M
Cap. Flow %
-18.44%
Top 10 Hldgs %
24.06%
Holding
1,323
New
60
Increased
264
Reduced
756
Closed
187
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$167M5.48% 667,482
-73,026
-10%
-$18.3M
$137M4.48% 1,017,372
-105,973
-9%
-$14.2M
$88.9M2.91% 210,855
-29,245
-12%
-$12.3M
$72.1M2.36% 328,806
-76,254
-19%
-$16.7M
$70.5M2.31% 119,684
-85,654
-42%
-$50.4M
$59.2M1.94% 144,249
-56,044
-28%
-$23M
$37.5M1.23% 221,621
-77,106
-26%
-$13.1M
$37M1.21% 62,893
-23,043
-27%
-$13.6M
$35.7M1.17% 61,020
-3,841
-6%
-$2.25M
$29.4M0.96% 175,168
+28,798
+20%
+$4.83M
$28.7M0.94% 151,400
-18,997
-11%
-$3.6M
$26.9M0.88% 116,117
-22,570
-16%
-$5.23M
$26.1M0.86% 33,816
-3,491
-9%
-$2.7M
$26M0.85% 241,984
-32,666
-12%
-$3.51M
$25.7M0.84% 107,394
-12,585
-10%
-$3.02M
$25.3M0.83% 62,589
-7,307
-10%
-$2.95M
$24.4M0.8% 53,751
-6,394
-11%
-$2.9M
$22.6M0.74% 58,103
-8,709
-13%
-$3.39M
$20.5M0.67% 107,888
-14,554
-12%
-$2.77M
$19.7M0.65% 340,393
-23,508
-6%
-$1.36M
$19.7M0.65% 84,734
-440
-0.5%
-$102K
$19.3M0.63% 21,091
-2,643
-11%
-$2.42M
$18.7M0.61% 206,967
-21,651
-9%
-$1.96M
$17.6M0.58% 80,271
-2,374
-3%
-$522K
$16.8M0.55% 447,893