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
276
$365K 0.09%
6,805
-3,054
277
$364K 0.09%
29,538
+5,826
278
$362K 0.09%
313
-190
279
$362K 0.09%
20,220
-16,905
280
$361K 0.09%
4,897
-955
281
$360K 0.09%
6,250
282
$358K 0.09%
19,860
+2,263
283
$356K 0.09%
6,564
-1,096
284
$355K 0.09%
43,194
+4,500
285
$355K 0.09%
4,084
-2,003
286
$355K 0.09%
6,849
+389
287
$354K 0.09%
9,143
-3,195
288
$353K 0.09%
11,810
-1,700
289
$352K 0.09%
2,058
+398
290
$352K 0.09%
+6,242
291
$351K 0.09%
3,402
-25
292
$350K 0.09%
8,380
-4,154
293
$348K 0.09%
6,550
-1,671
294
$348K 0.09%
27,550
-2,500
295
$348K 0.09%
5,357
+1,225
296
$347K 0.09%
+3,330
297
$345K 0.09%
8,370
-4,568
298
$345K 0.09%
8,178
-4,574
299
$345K 0.09%
2,968
+276
300
$344K 0.09%
+5,967
10 11
12
13 14