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
451
$205K 0.05%
10,979
452
$205K 0.05%
4,551
-2,487
453
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+4,235
454
$205K 0.05%
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455
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636
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456
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+10,404
457
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458
$203K 0.05%
23,309
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459
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-4,190
460
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461
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+3,393
462
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613
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463
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464
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465
$194K 0.05%
+10,035
466
$192K 0.05%
+7,212
467
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468
$190K 0.05%
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470
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29,500
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471
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11,588
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473
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+1,137
474
$165K 0.04%
13,865
-22,472
475
$162K 0.04%
72
+21
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19
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