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
76
$1.25M 0.31%
30,045
+270
77
$1.25M 0.31%
169,173
-64,235
78
$1.25M 0.31%
24,024
-1,103
79
$1.24M 0.31%
15,047
-239
80
$1.23M 0.3%
23,258
+2,590
81
$1.22M 0.3%
9,882
-894
82
$1.22M 0.3%
29,266
-1,100
83
$1.21M 0.3%
22,228
-1,112
84
$1.2M 0.3%
18,197
-9,205
85
$1.16M 0.29%
23,250
+50
86
$1.16M 0.29%
12,367
+2,901
87
$1.14M 0.28%
13,371
-3,801
88
$1.13M 0.28%
28,850
-5,005
89
$1.13M 0.28%
47,285
-2,216
90
$1.11M 0.28%
3,639
+272
91
$1.1M 0.27%
47,185
-6,500
92
$1.09M 0.27%
10,588
+2,262
93
$1.07M 0.27%
35,655
-120
94
$1.07M 0.27%
8,749
+3,464
95
$1.07M 0.27%
11,175
-1,663
96
$1.07M 0.27%
31,723
+1,443
97
$1.07M 0.26%
6,845
-2,118
98
$1.04M 0.26%
9,018
-148
99
$1.04M 0.26%
17,115
-1,117
100
$1.03M 0.26%
10,842
-2,322
2 3
4
5 6