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
151
$742K 0.18%
7,617
-793
152
$738K 0.18%
9,161
-465
153
$733K 0.18%
9,355
-356
154
$726K 0.18%
10,274
-7,098
155
$721K 0.18%
3,471
-2,858
156
$720K 0.18%
47,743
-12,570
157
$708K 0.18%
11,901
-1,894
158
$706K 0.18%
6,278
-542
159
$704K 0.17%
7,544
-31
160
$698K 0.17%
7,968
+4,574
161
$698K 0.17%
+22,634
162
$697K 0.17%
8,862
+70
163
$696K 0.17%
40,260
164
$688K 0.17%
16,381
+6,550
165
$687K 0.17%
18,954
+440
166
$685K 0.17%
3,776
+1,139
167
$683K 0.17%
15,430
+1,099
168
$682K 0.17%
7,712
+1,246
169
$677K 0.17%
16,125
-915
170
$671K 0.17%
6,426
+26
171
$668K 0.17%
2,442
+243
172
$663K 0.16%
9,028
-2,116
173
$655K 0.16%
82,068
-2,347
174
$631K 0.16%
6,188
+415
175
$629K 0.16%
+7,697
5 6
7
8 9