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
501
$88K 0.02%
1,890
+390
502
$87K 0.02%
265
+135
503
$86K 0.02%
10,100
-12,230
504
$83K 0.02%
13,460
-590
505
$81K 0.02%
17,460
-95,650
506
$73K 0.02%
+3,410
507
$70K 0.02%
27,147
-2,105
508
$62K 0.02%
10,526
-910
509
$61K 0.02%
5,550
-1,316
510
$61K 0.02%
1,685
-50
511
$59K 0.01%
150,000
+10,000
512
$58K 0.01%
2,600
+1,637
513
$52K 0.01%
1,048
514
$48K 0.01%
+2,150
515
$48K 0.01%
26,494
-3,334
516
$47K 0.01%
17,243
+2,158
517
$39K 0.01%
1,300
518
$29K 0.01%
28
519
$25K 0.01%
122
-47
520
$18K ﹤0.01%
78,320
-5,600
521
$17K ﹤0.01%
22,000
-11,000
522
$17K ﹤0.01%
12,243
523
$15K ﹤0.01%
62,000
-116,000
524
$14K ﹤0.01%
1,509
525
$12K ﹤0.01%
+23,600
19 20
21
22 23