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
376
$259K 0.06%
3,072
-3,501
377
$259K 0.06%
+4,615
378
$259K 0.06%
12,122
+1,627
379
$259K 0.06%
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$257K 0.06%
1,223
-692
381
$257K 0.06%
5,521
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382
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+2,477
383
$255K 0.06%
+2,360
384
$254K 0.06%
10,325
-2,063
385
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+1,600
386
$247K 0.06%
2,685
-255
387
$246K 0.06%
6,229
-5,497
388
$244K 0.06%
2,142
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389
$242K 0.06%
4,358
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390
$242K 0.06%
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391
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392
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393
$239K 0.06%
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394
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395
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396
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8,984
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397
$238K 0.06%
6,021
+371
398
$235K 0.06%
17
399
$234K 0.06%
+4,979
400
$234K 0.06%
+4,748
14 15
16
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