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
$100K﹤0.01% 20,814
+6,325
+44%
+$30.4K
$98.8K﹤0.01% 23,639
-28,193
-54%
-$118K
$98.1K﹤0.01% 16,908––
$97.5K﹤0.01% 10,860
-552
-5%
-$4.96K
$92.8K﹤0.01% 17,245
+13
+0.1%
+$70
$92.1K﹤0.01% 18,191––
$91.8K﹤0.01% 11,088
+46
+0.4%
+$381
$89.6K﹤0.01% 10,052
-3,282
-25%
-$29.2K
$87.9K﹤0.01%
+23,000
 New
+$87.9K
$87K﹤0.01% 14,400
-1,000
-6%
-$6.04K
$83.1K﹤0.01% 18,410
-835
-4%
-$3.77K
$82.4K﹤0.01% 43,360––
$76.6K﹤0.01%
+10,000
 New
+$76.6K
$75.4K﹤0.01% 19,336
-3,210
-14%
-$12.5K
$70.3K﹤0.01% 11,013
-905
-8%
-$5.77K
$67.6K﹤0.01% 13,779
+42
+0.3%
+$206
$56.3K﹤0.01% 20,690
-1,169
-5%
-$3.18K
$54.8K﹤0.01% 12,023
-269
-2%
-$1.23K
$47.8K﹤0.01% 10,442
+100
+1%
+$458
$47.3K﹤0.01% 22,830
+7,500
+49%
+$15.5K
$46.7K﹤0.01% 10,703
-1,675
-14%
-$7.3K
$46.1K﹤0.01%
+18,000
 New
+$46.1K
$45K﹤0.01% 25,000
-71
-0.3%
-$128
$39.6K﹤0.01% 11,000––
$39.5K﹤0.01%
+10,000
 New
+$39.5K
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