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
$1.44M0.05% 38,156
-294
-0.8%
-$11.1K
$1.43M0.05% 6,469
-708
-10%
-$156K
$1.43M0.05% 51,050
-150,100
-75%
-$4.2M
$1.43M0.05% 28,356
-2,333
-8%
-$117K
$1.42M0.05% 2,229
-311
-12%
-$198K
$1.41M0.05% 29,213
-7,774
-21%
-$376K
$1.41M0.05% 26,002
+20,230
+350%
+$1.1M
$1.38M0.05% 23,849
-995
-4%
-$57.6K
$1.37M0.04% 11,844
-31
-0.3%
-$3.6K
$1.36M0.04% 2––
$1.35M0.04% 37,728
+5,837
+18%
+$209K
$1.35M0.04% 67,259
-44,509
-40%
-$892K
$1.34M0.04% 8,106
-383
-5%
-$63.5K
$1.33M0.04% 33,495
-37
-0.1%
-$1.47K
$1.33M0.04% 40,219
-33,644
-46%
-$1.11M
$1.33M0.04% 15,247
+134
+0.9%
+$11.7K
$1.33M0.04% 142,038
-130,336
-48%
-$1.22M
$1.32M0.04% 4,742
-671
-12%
-$187K
$1.32M0.04% 12,413
-2,676
-18%
-$285K
$1.32M0.04% 5,626
-630
-10%
-$148K
$1.31M0.04% 4,059
-2,332
-36%
-$755K
$1.31M0.04% 19,956
-15
-0.1%
-$984
$1.31M0.04% 23,624
+6,869
+41%
+$380K
$1.3M0.04% 6,933
-1,581
-19%
-$297K
$1.3M0.04% 28,834
+3,253
+13%
+$147K
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