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
301
$344K 0.09%
10,721
+1,177
302
$342K 0.09%
7,359
+900
303
$340K 0.08%
7,069
-1,376
304
$339K 0.08%
2,415
+450
305
$337K 0.08%
+5,767
306
$333K 0.08%
7,808
+200
307
$332K 0.08%
15,086
-1,312
308
$331K 0.08%
10,446
+423
309
$330K 0.08%
33
-2
310
$322K 0.08%
7,601
+154
311
$319K 0.08%
+7,500
312
$318K 0.08%
1,406
-50
313
$318K 0.08%
8,438
-3,868
314
$317K 0.08%
9,900
-2,100
315
$317K 0.08%
13,856
-8,404
316
$317K 0.08%
1,677
-1,131
317
$317K 0.08%
+7,209
318
$316K 0.08%
1,353
-187
319
$316K 0.08%
16,810
-4,208
320
$311K 0.08%
1,761
-660
321
$310K 0.08%
11,150
-950
322
$310K 0.08%
3,626
-27
323
$310K 0.08%
6,262
-156
324
$309K 0.08%
13,143
+3,898
325
$308K 0.08%
7,140
-300
11 12
13
14 15