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
$1.79M0.06% 141,900
-21,500
-13%
-$272K
$1.78M0.06% 9,593
-891
-9%
-$165K
$1.77M0.06% 9,897
-134
-1%
-$23.9K
$1.74M0.06% 6,830
-1,128
-14%
-$288K
$1.74M0.06% 3,493
-343
-9%
-$171K
$1.74M0.06% 97,515
-9,155
-9%
-$163K
$1.73M0.06% 3,039
-287
-9%
-$164K
$1.73M0.06% 21,080
-5,004
-19%
-$410K
$1.7M0.06% 3,265
-612
-16%
-$319K
$1.7M0.06% 2,409
+96
+4%
+$67.6K
$1.69M0.06% 3,571
+20
+0.6%
+$9.47K
$1.69M0.06% 7,351
-2,651
-27%
-$609K
$1.69M0.06% 6,251
-3,792
-38%
-$1.02M
$1.67M0.05% 15,238
-1,579
-9%
-$174K
$1.67M0.05% 15,163
-3,499
-19%
-$386K
$1.67M0.05% 7,860
-77
-1%
-$16.4K
$1.67M0.05% 15,743
+6,911
+78%
+$732K
$1.67M0.05% 7,759
-197
-2%
-$42.3K
$1.64M0.05% 10,113
-2,116
-17%
-$344K
$1.64M0.05% 42,508
+6,012
+16%
+$232K
$1.64M0.05% 43,964
-22,585
-34%
-$841K
$1.63M0.05% 8,556
-905
-10%
-$172K
$1.62M0.05% 26,959
-3,537
-12%
-$213K
$1.62M0.05% 20,440
-417
-2%
-$33.1K
$1.61M0.05% 7,656
-161
-2%
-$33.9K
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