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
$3.8M0.12% 23,033
-1,447
-6%
-$239K
$3.74M0.12% 94,146
-69,447
-42%
-$2.76M
$3.67M0.12% 14,855
-2,289
-13%
-$565K
$3.66M0.12% 37,798
-52,401
-58%
-$5.08M
$3.65M0.12% 51,924
+4,230
+9%
+$298K
$3.56M0.12% 130,374
+85,576
+191%
+$2.34M
$3.55M0.12% 34,742
+4,703
+16%
+$480K
$3.52M0.12% 35,540
-2,740
-7%
-$272K
$3.52M0.12% 63,491
-48,979
-44%
-$2.72M
$3.49M0.11% 10,258
+732
+8%
+$249K
$3.45M0.11%
+23,941
 New
+$3.45M
$3.43M0.11% 26,875
-5,093
-16%
-$650K
$3.42M0.11% 185,652
+58,402
+46%
+$1.08M
$3.34M0.11% 26,607
-3,467
-12%
-$436K
$3.34M0.11% 5,837
-309
-5%
-$177K
$3.31M0.11% 77,905
-3,909
-5%
-$166K
$3.27M0.11% 72,165
-17,253
-19%
-$782K
$3.26M0.11% 61,229
-3,366
-5%
-$179K
$3.25M0.11% 133,515
+61,367
+85%
+$1.5M
$3.21M0.11% 75,771
-278,807
-79%
-$11.8M
$3.18M0.1% 27,019
-817
-3%
-$96K
$3.17M0.1% 26,580
-6,902
-21%
-$822K
$3.16M0.1% 36,734
-2,748
-7%
-$236K
$3.12M0.1% 42,154
-1,630
-4%
-$121K
$3.11M0.1% 107,157
+3,019
+3%
+$87.5K
1 67891053