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 (-15%)
Cap. Flow
-$562M
Cap. Flow % of AUM
-18.44%
Top 10 Holdings %Top 10 Hldgs %
24.06%
Holding
1,323
New
60
Increased
264
Reduced
756
Closed
187
Top Buys
1 | $8.29M | |
2 | $6.88M | |
3 | $6.74M | |
4 | $6.3M | |
5 | $5.94M |
Top Sells
1 | $50.4M | |
2 | $23M | |
3 | $21.9M | |
4 | $21.1M | |
5 | $18.3M |
Sector Composition
1 | Technology | 20.48% |
2 | Consumer Discretionary | 6.32% |
3 | Financials | 6.24% |
4 | Healthcare | 5.48% |
5 | Industrials | 4.47% |