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
101
$1.02M 0.25%
14,362
-610
102
$1.02M 0.25%
24,238
+2,163
103
$999K 0.25%
10,672
-4,138
104
$997K 0.25%
37,019
+1,527
105
$996K 0.25%
13,498
+50
106
$987K 0.25%
14,672
-2,434
107
$971K 0.24%
66,500
-14,000
108
$964K 0.24%
17,868
109
$961K 0.24%
12,828
-2,981
110
$960K 0.24%
17,590
+3,507
111
$955K 0.24%
23,685
-207
112
$947K 0.24%
18,610
-200
113
$932K 0.23%
12,545
+3,364
114
$931K 0.23%
10,591
+171
115
$920K 0.23%
2,272
-36
116
$905K 0.22%
46,641
+2,781
117
$905K 0.22%
17,300
+12,154
118
$902K 0.22%
13,397
-634
119
$889K 0.22%
67,786
+3,419
120
$876K 0.22%
+59,200
121
$875K 0.22%
13,562
-1,784
122
$867K 0.22%
13,890
+1,600
123
$866K 0.22%
9,975
+804
124
$860K 0.21%
11,269
-6,051
125
$854K 0.21%
13,438
+1,515
3 4
5
6 7