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
$2.05M0.07% 17,968
-2,337
-12%
-$266K
$2.04M0.07% 23,748
+113
+0.5%
+$9.7K
$2.03M0.07% 25,314
+1,464
+6%
+$118K
$2.03M0.07% 8,002
-47
-0.6%
-$11.9K
$2.03M0.07% 22,724
-6,472
-22%
-$578K
$2M0.07% 30,421
+448
+1%
+$29.5K
$2M0.07% 76,181
-1,725
-2%
-$45.2K
$1.97M0.06% 33,692
-160
-0.5%
-$9.37K
$1.97M0.06% 22,184
-10,944
-33%
-$972K
$1.95M0.06% 62,511
+33,178
+113%
+$1.04M
$1.95M0.06% 14,763
-1,423
-9%
-$188K
$1.92M0.06% 25,299
-5,334
-17%
-$406K
$1.92M0.06% 19,769
-2,783
-12%
-$271K
$1.89M0.06% 116,647
-18,463
-14%
-$300K
$1.88M0.06% 57,382
-17,492
-23%
-$573K
$1.85M0.06% 9,028
-409
-4%
-$84K
$1.85M0.06% 70,286
-7,915
-10%
-$208K
$1.85M0.06% 21,884
-3,167
-13%
-$268K
$1.85M0.06% 9,571
-813
-8%
-$157K
$1.84M0.06% 3,097
-896
-22%
-$533K
$1.83M0.06% 24,140
+11,064
+85%
+$839K
$1.82M0.06% 14,166
-16,966
-55%
-$2.19M
$1.82M0.06% 12,732
+274
+2%
+$39.2K
$1.81M0.06% 8,658
+141
+2%
+$29.4K
$1.8M0.06% 13,678
-216
-2%
-$28.4K
1 101112131453