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
426
$218K 0.05%
15,816
-6,354
427
$218K 0.05%
+9,966
428
$216K 0.05%
+3,727
429
$216K 0.05%
+1,866
430
$215K 0.05%
3,323
+201
431
$215K 0.05%
+6,540
432
$214K 0.05%
3,269
-386
433
$214K 0.05%
+8,926
434
$214K 0.05%
7,300
-344
435
$213K 0.05%
+5,778
436
$213K 0.05%
+2,221
437
$213K 0.05%
+3,652
438
$211K 0.05%
+13,860
439
$211K 0.05%
21,419
-110,190
440
$210K 0.05%
+6,634
441
$210K 0.05%
12,690
-2,179
442
$210K 0.05%
1,508
-605
443
$210K 0.05%
+9,228
444
$209K 0.05%
4,577
-1,086
445
$208K 0.05%
36,860
+2,092
446
$208K 0.05%
+6,427
447
$207K 0.05%
3,140
-1,479
448
$207K 0.05%
+4,402
449
$207K 0.05%
2,636
-545
450
$206K 0.05%
205,448
+3,298
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