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
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$646K0.02% 30,638
+2,353
+8%
+$49.6K
$644K0.02% 12,794
-3,495
-21%
-$176K
$644K0.02% 31,786
-1,391
-4%
-$28.2K
$644K0.02% 14,846
-34,585
-70%
-$1.5M
$642K0.02% 130,000
$642K0.02% 12,815
+2,621
+26%
+$131K
$640K0.02% 12,451
$639K0.02% 14,454
+1,170
+9%
+$51.7K
$637K0.02% 15,444
-1,873
-11%
-$77.3K
$634K0.02% 13,145
-526
-4%
-$25.4K
$633K0.02% 10,713
+167
+2%
+$9.86K
$623K0.02% 18,649
-5,417
-23%
-$181K
$623K0.02% 12,332
-532
-4%
-$26.9K
$621K0.02% 7,824
-2,505
-24%
-$199K
$617K0.02% 1,817
-154
-8%
-$52.3K
$616K0.02% 2,777
-3,335
-55%
-$739K
$614K0.02% 1,321
-48
-4%
-$22.3K
$613K0.02% 21,791
-25,332
-54%
-$713K
$613K0.02% 27,396
+1,049
+4%
+$23.5K
$612K0.02% 45,000
+20,000
+80%
+$272K
$612K0.02% 3,690
-73
-2%
-$12.1K
$612K0.02% 3,157
+26
+0.8%
+$5.04K
$611K0.02% 17,656
-10,075
-36%
-$348K
$610K0.02% 26,889
+13,013
+94%
+$295K
$608K0.02% 4,929
+96
+2%
+$11.8K