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
$1.6M0.05% 11,136
+433
+4%
+$62.3K
$1.57M0.05% 63,880
+7,464
+13%
+$184K
$1.56M0.05% 29,465
-8,613
-23%
-$457K
$1.54M0.05% 31,169
-3,746
-11%
-$185K
$1.54M0.05% 12,537
+933
+8%
+$114K
$1.53M0.05% 18,096
-2,804
-13%
-$238K
$1.53M0.05% 5,272
+107
+2%
+$31K
$1.52M0.05% 4,354
-489
-10%
-$170K
$1.52M0.05% 5,497
-143
-3%
-$39.5K
$1.52M0.05% 15,846
-2,029
-11%
-$194K
$1.51M0.05% 16,350
-5,751
-26%
-$531K
$1.51M0.05% 48,213
-6,193
-11%
-$194K
$1.5M0.05% 16,772
-2,671
-14%
-$239K
$1.5M0.05% 3,237
-1,306
-29%
-$606K
$1.49M0.05% 1,257
-233
-16%
-$276K
$1.48M0.05% 25,875
-1,756
-6%
-$101K
$1.48M0.05% 5,616
-191
-3%
-$50.3K
$1.47M0.05% 105,032
-982
-0.9%
-$13.7K
$1.47M0.05% 9,011
-952
-10%
-$155K
$1.47M0.05% 28,827
-2,729
-9%
-$139K
$1.46M0.05% 13,205
+6,974
+112%
+$771K
$1.46M0.05% 37,913
+20,110
+113%
+$773K
$1.46M0.05% 27,064
-5,424
-17%
-$292K
$1.45M0.05% 18,418
-5,404
-23%
-$425K
$1.45M0.05% 113,839
-15,267
-12%
-$194K
1 121314151653