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
$1.18M0.04% 11,149
-2,308
-17%
-$244K
$1.18M0.04% 11,035
-1,669
-13%
-$178K
$1.18M0.04% 31,026
+19,975
+181%
+$757K
$1.17M0.04% 11,059
-2,262
-17%
-$239K
$1.17M0.04% 55,186
+48,227
+693%
+$1.02M
$1.16M0.04% 20,504
-1,080
-5%
-$61.2K
$1.16M0.04% 46,937
+985
+2%
+$24.3K
$1.16M0.04% 41,754
+27,938
+202%
+$774K
$1.16M0.04% 52,809
-13,409
-20%
-$294K
$1.15M0.04% 17,947
-6,560
-27%
-$420K
$1.15M0.04% 13,200
-4,356
-25%
-$379K
$1.15M0.04% 18,318
-1,113
-6%
-$69.7K
$1.15M0.04% 45,042––
$1.13M0.04% 4,716
-306
-6%
-$73.3K
$1.13M0.04% 8,054
-1,310
-14%
-$184K
$1.13M0.04% 10,640
-4,854
-31%
-$514K
$1.12M0.04% 2,422
-1,285
-35%
-$595K
$1.12M0.04% 5,523
-1,151
-17%
-$234K
$1.12M0.04% 26,300
-15,500
-37%
-$659K
$1.12M0.04% 3,389
-1,356
-29%
-$446K
$1.11M0.04% 9,646
-13,416
-58%
-$1.55M
$1.11M0.04% 3,014
-557
-16%
-$205K
$1.11M0.04% 19,552
-11,471
-37%
-$651K
$1.11M0.04% 4,891
-924
-16%
-$210K
$1.11M0.04% 20,755
-1,465
-7%
-$78K
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