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
$16.6M0.54% 251,332
+9,360
+4%
+$619K
$16.3M0.54% 215,928
+1,771
+0.8%
+$134K
$15.9M0.52% 31,405
-6,820
-18%
-$3.45M
$15.5M0.51% 46,809
+5,703
+14%
+$1.89M
$15.5M0.51% 63,953
-12,755
-17%
-$3.09M
$15.3M0.5% 52,621
-1,787
-3%
-$518K
$14.9M0.49% 330,219
-467,476
-59%
-$21.1M
$14.9M0.49% 83,967
-2,133
-2%
-$379K
$14.7M0.48% 144,433
-83,713
-37%
-$8.5M
$14.5M0.47% 79,609
+31,761
+66%
+$5.78M
$14.3M0.47% 299,731
-50,496
-14%
-$2.41M
$14M0.46% 144,670
-59,463
-29%
-$5.76M
$13.8M0.45% 43,808
-9,367
-18%
-$2.96M
$13.6M0.45% 25,237
-40,594
-62%
-$21.9M
$13.2M0.43% 25,087
-2,863
-10%
-$1.51M
$13.1M0.43% 591,228
-33,131
-5%
-$737K
$12.8M0.42% 139,572
+48,314
+53%
+$4.42M
$12.4M0.41% 51,640
-5,620
-10%
-$1.35M
$12.2M0.4% 84,679
-13,504
-14%
-$1.95M
$12.2M0.4% 19,601
-1,379
-7%
-$857K
$11.9M0.39% 96,015
+42,231
+79%
+$5.22M
$11.8M0.39% 40,813
-1,572
-4%
-$456K
$11.8M0.39% 81,570
-5,396
-6%
-$782K
$11.7M0.38% 326,602
+7,226
+2%
+$258K
$11.5M0.38% 114,933
-12,564
-10%
-$1.26M
1234553