BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 28.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$295M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$9.64M
2
+$7.66M
3
+$6.36M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.01M
5
BVN icon
Compañía de Minas Buenaventura
BVN
+$5.55M

Top Sells

No sells this quarter

Sector Composition

1 Energy 8.61%
2 Technology 6.42%
3 Financials 5.88%
4 Real Estate 5.04%
5 Healthcare 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$195K 0.07%
+1,272
327
$195K 0.07%
+2,679
328
$195K 0.07%
+3,363
329
$194K 0.07%
+2,896
330
$194K 0.07%
+14,266
331
$194K 0.07%
+25,459
332
$193K 0.07%
+13,500
333
$193K 0.07%
+13,260
334
$192K 0.07%
+3,723
335
$192K 0.07%
+1,077
336
$192K 0.07%
+3,576
337
$192K 0.07%
+1,826
338
$192K 0.07%
+3,047
339
$192K 0.07%
+4,661
340
$191K 0.06%
+5,870
341
$191K 0.06%
+2,668
342
$191K 0.06%
+3,173
343
$191K 0.06%
+14,849
344
$190K 0.06%
+3,514
345
$190K 0.06%
+4,094
346
$189K 0.06%
+10,822
347
$188K 0.06%
+26,702
348
$188K 0.06%
+107,251
349
$188K 0.06%
+9,330
350
$187K 0.06%
+141
12 13
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