BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.08B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$402M
AUM Growth
-$7.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$4.51M
3
+$3.34M
4
GG
Goldcorp Inc
GG
+$2.24M
5
WFC icon
Wells Fargo
WFC
+$2.16M

Top Sells

1
+$1.98M
2
+$1.71M
3
+$1.29M
4
BVN icon
Compañía de Minas Buenaventura
BVN
+$1.18M
5
META icon
Meta Platforms (Facebook)
META
+$1.09M

Sector Composition

1 Healthcare 10.07%
2 Technology 8.79%
3 Communication Services 7.43%
4 Financials 7.16%
5 Energy 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$460K 0.11%
+4,796
227
$457K 0.11%
6,823
-183
228
$451K 0.11%
10,448
-973
229
$451K 0.11%
19,026
-1,296
230
$449K 0.11%
7,812
-9,290
231
$448K 0.11%
+3,583
232
$448K 0.11%
14,375
+2,040
233
$448K 0.11%
4,556
-473
234
$445K 0.11%
5,286
-777
235
$445K 0.11%
8,056
-167
236
$443K 0.11%
10,285
-2,041
237
$438K 0.11%
2,052
+334
238
$438K 0.11%
12,030
+1,240
239
$438K 0.11%
3,247
-666
240
$435K 0.11%
10,486
+874
241
$433K 0.11%
18,235
-2,584
242
$431K 0.11%
5,049
-2,513
243
$431K 0.11%
+48,000
244
$430K 0.11%
7,179
+1,938
245
$430K 0.11%
5,566
-2,341
246
$419K 0.1%
+125
247
$419K 0.1%
3,550
-1,414
248
$418K 0.1%
4,615
-1,307
249
$417K 0.1%
4,539
+203
250
$413K 0.1%
14,484
-916
8 9
10
11 12