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
51
$1.72M 0.43%
34,940
-773
52
$1.71M 0.42%
14,717
-50
53
$1.66M 0.41%
29,674
-708
54
$1.59M 0.39%
29,370
-2,192
55
$1.58M 0.39%
19,678
-3,910
56
$1.51M 0.38%
18,079
-60
57
$1.51M 0.37%
50,394
-3,581
58
$1.47M 0.37%
56,950
-2,335
59
$1.46M 0.36%
10,533
-800
60
$1.46M 0.36%
48,352
-1,868
61
$1.46M 0.36%
52,916
-10,971
62
$1.45M 0.36%
20,722
-2,341
63
$1.44M 0.36%
12,278
-24
64
$1.44M 0.36%
83,675
-3,075
65
$1.43M 0.36%
19,044
-5,459
66
$1.43M 0.35%
13,588
-1,549
67
$1.43M 0.35%
26,904
-3,178
68
$1.42M 0.35%
13,244
-6,980
69
$1.39M 0.35%
45,685
-11,311
70
$1.39M 0.34%
36,045
-889
71
$1.37M 0.34%
132,196
-113,412
72
$1.3M 0.32%
35,033
-3,317
73
$1.3M 0.32%
49,065
+4,415
74
$1.29M 0.32%
52,776
-14,052
75
$1.28M 0.32%
21,654
+370
1 2
3
4 5