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
$1.29M0.04% 14,209
-1,653
-10%
-$150K
$1.28M0.04% 24,258
-7,454
-24%
-$392K
$1.27M0.04% 19,214
-9,674
-33%
-$640K
$1.26M0.04% 27,309
-22,420
-45%
-$1.04M
$1.26M0.04% 50,672
+18
+0%
+$448
$1.26M0.04% 9,530
-2,262
-19%
-$299K
$1.26M0.04% 307,382
-19,025
-6%
-$77.8K
$1.26M0.04% 12,318
-16
-0.1%
-$1.63K
$1.25M0.04% 5,933
-60
-1%
-$12.7K
$1.25M0.04% 8,953
-1,774
-17%
-$247K
$1.25M0.04% 26,816
-1,405
-5%
-$65.4K
$1.25M0.04% 41,719
-2,866
-6%
-$85.6K
$1.24M0.04% 16,324
-1,370
-8%
-$104K
$1.24M0.04% 13,675
-3,608
-21%
-$327K
$1.24M0.04% 27,518
-20,484
-43%
-$920K
$1.23M0.04% 9,201
-2,772
-23%
-$370K
$1.23M0.04% 57,274
+14,633
+34%
+$314K
$1.23M0.04% 12,164
+781
+7%
+$78.9K
$1.22M0.04% 5,197
-44
-0.8%
-$10.3K
$1.22M0.04%
+96,500
 New
+$1.22M
$1.2M0.04% 4,173
+106
+3%
+$30.5K
$1.2M0.04% 46,067
+28,408
+161%
+$741K
$1.19M0.04% 2,296
-22
-1%
-$11.4K
$1.18M0.04% 22,317
+17,164
+333%
+$911K
$1.18M0.04%
+61,270
 New
+$1.18M
1 141516171853