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
251
$413K 0.1%
25,842
+12
252
$412K 0.1%
7,935
+96
253
$412K 0.1%
36,920
-1,924
254
$411K 0.1%
13,572
+4,340
255
$411K 0.1%
3,435
+120
256
$408K 0.1%
30,110
+7,847
257
$404K 0.1%
4,060
-1,641
258
$402K 0.1%
+2,826
259
$400K 0.1%
1,774
+32
260
$398K 0.1%
+12,585
261
$398K 0.1%
11,929
+1,222
262
$392K 0.1%
14,567
-1,002
263
$389K 0.1%
8,015
-917
264
$389K 0.1%
10,035
+80
265
$385K 0.1%
2,955
+608
266
$382K 0.09%
9,493
+2,305
267
$381K 0.09%
34,887
-1,362
268
$380K 0.09%
10,496
+626
269
$379K 0.09%
11,753
+124
270
$374K 0.09%
2,276
+214
271
$371K 0.09%
+5,626
272
$371K 0.09%
10,161
-1,055
273
$368K 0.09%
4,631
-1,309
274
$367K 0.09%
3,450
-100
275
$366K 0.09%
24,945
-3,395
9 10
11
12 13