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
$144K﹤0.01% 12,458
-8,143
-40%
-$93.9K
$143K﹤0.01% 13,419––
$143K﹤0.01% 24,780
-36,700
-60%
-$212K
$142K﹤0.01% 12,081
+1,085
+10%
+$12.8K
$141K﹤0.01% 14,755
-2,743
-16%
-$26.2K
$138K﹤0.01% 20,316
-900
-4%
-$6.12K
$138K﹤0.01% 10,395
-39,605
-79%
-$524K
$135K﹤0.01% 53,105
+8,411
+19%
+$21.3K
$133K﹤0.01% 12,695
+2,512
+25%
+$26.4K
$133K﹤0.01% 20,000––
$127K﹤0.01% 45,500
+16,300
+56%
+$45.6K
$123K﹤0.01% 16,410
+157
+1%
+$1.18K
$123K﹤0.01% 12,750––
$122K﹤0.01% 20,389
-1,774
-8%
-$10.6K
$120K﹤0.01% 15,104
-4,253
-22%
-$33.7K
$117K﹤0.01%
+31,280
 New
+$117K
$115K﹤0.01% 15,098
-4,000
-21%
-$30.5K
$115K﹤0.01% 22,675
-1,681
-7%
-$8.52K
$113K﹤0.01% 15,148
-13,348
-47%
-$99.3K
$112K﹤0.01%
+10,003
 New
+$112K
$112K﹤0.01% 11,305––
$111K﹤0.01% 16,000
-103,700
-87%
-$718K
$109K﹤0.01% 10,897––
$104K﹤0.01% 25,847
+1,072
+4%
+$4.32K
$101K﹤0.01% 51,290
+3,015
+6%
+$5.91K
1 424344454653