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

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

1Technology20.48%
2Consumer Discretionary6.32%
3Financials6.24%
4Healthcare5.48%
5Industrials4.47%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.69M0.09% 29,217
-1,812
-6%
-$167K
$2.69M0.09% 5,735
-1,583
-22%
-$743K
$2.69M0.09% 28,407
-7,575
-21%
-$718K
$2.69M0.09% 9,466
-1,609
-15%
-$457K
$2.68M0.09% 14,047
-8,210
-37%
-$1.57M
$2.67M0.09% 29,867
+710
+2%
+$63.4K
$2.65M0.09% 82,630
-69,928
-46%
-$2.24M
$2.63M0.09% 58,601
+7,103
+14%
+$319K
$2.61M0.09% 56,370
+5,070
+10%
+$235K
$2.58M0.08% 22,422
+344
+2%
+$39.6K
$2.57M0.08% 20,019
-2,531
-11%
-$326K
$2.54M0.08% 20,149
-1,132
-5%
-$143K
$2.54M0.08% 8,986
-662
-7%
-$187K
$2.52M0.08% 9,104
+49
+0.5%
+$13.6K
$2.52M0.08% 21,250
-1,203
-5%
-$143K
$2.49M0.08% 2,249
-71
-3%
-$78.5K
$2.48M0.08% 66,783
+24,575
+58%
+$911K
$2.46M0.08% 2,610
-19
-0.7%
-$17.9K
$2.46M0.08% 321,606
-67,399
-17%
-$515K
$2.46M0.08% 16,607
-1,882
-10%
-$278K
$2.42M0.08% 24,289
-919
-4%
-$91.5K
$2.41M0.08% 19,825
-3,783
-16%
-$460K
$2.38M0.08% 28,054
-2,711
-9%
-$230K
$2.38M0.08% 40,265
+444
+1%
+$26.3K
$2.35M0.08% 50,722
+7,389
+17%
+$342K
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