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
326
$308K 0.08%
+32,620
327
$306K 0.08%
10,482
+1,554
328
$306K 0.08%
+2,396
329
$305K 0.08%
3,941
+1,006
330
$304K 0.08%
16,064
-7,842
331
$303K 0.08%
46,119
-36,351
332
$302K 0.08%
8,126
+180
333
$302K 0.08%
7,005
-518
334
$302K 0.08%
11,420
-1,604
335
$300K 0.07%
6,018
+515
336
$300K 0.07%
25,795
-6,464
337
$297K 0.07%
7,539
-591
338
$296K 0.07%
6,495
339
$294K 0.07%
+3,604
340
$293K 0.07%
7,096
-7,032
341
$290K 0.07%
+8,336
342
$289K 0.07%
2,312
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343
$288K 0.07%
+9,493
344
$287K 0.07%
+3,646
345
$287K 0.07%
3,111
+42
346
$286K 0.07%
8,888
-9,780
347
$286K 0.07%
9,485
+49
348
$286K 0.07%
62,480
-368
349
$284K 0.07%
9,239
+400
350
$284K 0.07%
4,414
+784
12 13
14
15 16