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
176
$625K 0.16%
1,224
+224
177
$624K 0.16%
25,514
+7,915
178
$624K 0.16%
13,492
+1,412
179
$602K 0.15%
10,816
-3,265
180
$602K 0.15%
8,451
-576
181
$596K 0.15%
8,612
-800
182
$589K 0.15%
12,113
-87
183
$585K 0.15%
24,624
+316
184
$579K 0.14%
13,097
+2,000
185
$578K 0.14%
9,973
-2,072
186
$576K 0.14%
5,399
+1,093
187
$574K 0.14%
10,331
+2,140
188
$573K 0.14%
3,029
+80
189
$569K 0.14%
11,454
+2,236
190
$567K 0.14%
6,697
-1,836
191
$565K 0.14%
+15,624
192
$551K 0.14%
18,691
-2,833
193
$550K 0.14%
22,114
+6,814
194
$550K 0.14%
10,162
+301
195
$536K 0.13%
12,454
-205
196
$531K 0.13%
5,087
+794
197
$528K 0.13%
12,480
-600
198
$524K 0.13%
8,350
+2,374
199
$521K 0.13%
4,079
+66
200
$520K 0.13%
7,709
-1,837
6 7
8
9 10