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
$2.34M0.08% 14,004
-6,651
-32%
-$1.11M
$2.32M0.08% 57,208
-3,638
-6%
-$148K
$2.32M0.08% 17,905
-957
-5%
-$124K
$2.29M0.08% 4,442
-807
-15%
-$417K
$2.29M0.07% 30,903
-3,210
-9%
-$238K
$2.26M0.07% 122,059
-16,064
-12%
-$298K
$2.24M0.07% 7,751
-1,955
-20%
-$565K
$2.24M0.07% 37,449
-10,057
-21%
-$601K
$2.2M0.07% 27,308
-1,939
-7%
-$156K
$2.17M0.07% 53,525
-1,523
-3%
-$61.8K
$2.17M0.07% 25,408
-2,553
-9%
-$218K
$2.16M0.07% 20,956
-3,402
-14%
-$351K
$2.16M0.07% 8,505
+6,587
+343%
+$1.68M
$2.16M0.07% 10,026
-4,807
-32%
-$1.04M
$2.16M0.07% 77,335
+56,058
+263%
+$1.56M
$2.13M0.07% 27,440
-2,543
-8%
-$198K
$2.11M0.07% 25,054
+1,532
+7%
+$129K
$2.11M0.07% 183,738
-69,491
-27%
-$798K
$2.1M0.07% 8,276
-951
-10%
-$241K
$2.1M0.07% 24,019
-54,395
-69%
-$4.75M
$2.09M0.07% 68,465
-92,092
-57%
-$2.81M
$2.08M0.07% 41,104
-32,879
-44%
-$1.66M
$2.06M0.07% 24,294
-5,240
-18%
-$444K
$2.05M0.07% 53,910
-13,572
-20%
-$517K
$2.05M0.07% 38,086
-1,762
-4%
-$94.9K
1 91011121353