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
351
$282K 0.07%
10,624
-3,176
352
$280K 0.07%
6,746
+414
353
$280K 0.07%
3,130
-23
354
$280K 0.07%
+4,880
355
$278K 0.07%
9,000
-460
356
$276K 0.07%
6,148
-192
357
$275K 0.07%
+27,180
358
$275K 0.07%
2,865
-60
359
$272K 0.07%
2,746
-50
360
$272K 0.07%
+9,335
361
$271K 0.07%
+1,989
362
$271K 0.07%
+7,564
363
$270K 0.07%
6,792
-2,309
364
$270K 0.07%
+12,856
365
$269K 0.07%
2,531
-1,083
366
$269K 0.07%
5,511
+1,091
367
$268K 0.07%
8,531
-2,936
368
$267K 0.07%
+4,422
369
$266K 0.07%
2,880
-1,380
370
$265K 0.07%
9,630
371
$265K 0.07%
+4,963
372
$264K 0.07%
5,111
+268
373
$263K 0.07%
+14,600
374
$262K 0.07%
8,048
+938
375
$260K 0.06%
+11,433
13 14
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