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
476
$155K 0.04%
11,592
477
$151K 0.04%
10,257
-1,566
478
$150K 0.04%
28,634
+5,184
479
$142K 0.04%
+12,068
480
$140K 0.03%
17,047
+687
481
$138K 0.03%
14,000
-500
482
$135K 0.03%
104
+14
483
$134K 0.03%
1,588
-397
484
$133K 0.03%
+12,522
485
– –
0
486
$131K 0.03%
10,000
487
$129K 0.03%
14,907
-6,549
488
$129K 0.03%
17,865
-3,105
489
$121K 0.03%
+3,718
490
$121K 0.03%
15,773
-16,221
491
$117K 0.03%
25,842
-77
492
$116K 0.03%
1,155
-99
493
$115K 0.03%
34,352
-2,500
494
$113K 0.03%
+14,700
495
$112K 0.03%
5,669
-338
496
$107K 0.03%
13,370
-1,164
497
$104K 0.03%
2,765
-85
498
$99K 0.02%
+13,000
499
$89K 0.02%
2,697
+1,797
500
$88K 0.02%
80,616
-1,630
18 19
20
21 22