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
401
$233K 0.06%
+4,405
402
$233K 0.06%
17,004
+2,678
403
$233K 0.06%
9,991
-721
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+1,118
405
$232K 0.06%
1,790
-1,493
406
$232K 0.06%
8,932
+1,234
407
$232K 0.06%
25,676
+3,769
408
$232K 0.06%
+19,408
409
$230K 0.06%
4,706
-4,470
410
$230K 0.06%
+2,801
411
$230K 0.06%
+20,335
412
$229K 0.06%
+3,493
413
$229K 0.06%
6,693
-275
414
$228K 0.06%
+7,037
415
$228K 0.06%
9,138
-1,410
416
$227K 0.06%
8,050
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417
$226K 0.06%
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418
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10,923
-3,956
419
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420
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8,377
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421
$224K 0.06%
7,467
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422
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+1
423
$222K 0.06%
4,712
-297
424
$221K 0.05%
3,717
-57
425
$221K 0.05%
5,933
-53,177
15 16
17
18 19