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
26
$2.68M 0.67%
66,353
+7
27
$2.56M 0.64%
52,297
-1,933
28
$2.56M 0.63%
22,573
-1,453
29
$2.5M 0.62%
40,694
+4,976
30
$2.49M 0.62%
52,332
-2,740
31
$2.44M 0.61%
35,956
+228
32
$2.36M 0.59%
11,434
-2,348
33
$2.26M 0.56%
33,882
-2,834
34
$2.24M 0.56%
+138,417
35
$2.2M 0.55%
40,486
+328
36
$2.16M 0.54%
32,930
-2,518
37
$2.15M 0.53%
28,733
-17,257
38
$2.11M 0.52%
26,349
+18,504
39
$2.08M 0.52%
16,572
-3,901
40
$2.07M 0.52%
+16,722
41
$2.04M 0.51%
51,891
-2,312
42
$2.03M 0.51%
37,868
+10,794
43
$2.02M 0.5%
+29,990
44
$1.95M 0.49%
73,340
-9,888
45
$1.81M 0.45%
16,308
-1,075
46
$1.79M 0.44%
105,047
-17,034
47
$1.78M 0.44%
22,087
+1,697
48
$1.78M 0.44%
15,536
+2,983
49
$1.74M 0.43%
20,047
-1,055
50
$1.74M 0.43%
15,544
-1,189
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