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
$571K0.02% 2,114
-616
-23%
-$166K
$570K0.02% 5,941
-2,913
-33%
-$280K
$569K0.02% 27,381
+1,625
+6%
+$33.8K
$568K0.02% 60,406
-1,045
-2%
-$9.83K
$567K0.02% 7,479
+1,701
+29%
+$129K
$567K0.02% 8,712
+49
+0.6%
+$3.19K
$567K0.02% 15,454
-97
-0.6%
-$3.56K
$565K0.02% 1,349
-350
-21%
-$147K
$558K0.02% 51,582
+4,477
+10%
+$48.4K
$555K0.02% 5,076
+2,591
+104%
+$283K
$555K0.02% 36,604
+61
+0.2%
+$924
$553K0.02% 12,837
-383
-3%
-$16.5K
$553K0.02% 6,886
+4,687
+213%
+$376K
$547K0.02% 1,670
+187
+13%
+$61.3K
$547K0.02% 11,407
+2,120
+23%
+$102K
$546K0.02% 24,855
-29
-0.1%
-$637
$544K0.02%
+27,422
 New
+$544K
$544K0.02% 2,891
-106
-4%
-$19.9K
$542K0.02% 7,301
+803
+12%
+$59.6K
$542K0.02% 10,537
-100
-0.9%
-$5.14K
$539K0.02% 3,023
-684
-18%
-$122K
$537K0.02% 28,213
-2,235
-7%
-$42.6K
$537K0.02% 23,361
-16,608
-42%
-$382K
$537K0.02% 41,603
-4,373
-10%
-$56.4K
$536K0.02% 1,450
-804
-36%
-$297K
1 252627282953