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
$1.87B
AUM Growth
-$6.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,117
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.74M
3
+$9.69M
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$9.56M
5
OGIG icon
ALPS O'Shares Global Internet Giants ETF
OGIG
+$7.78M

Top Sells

1
+$22M
2
+$11.5M
3
+$11.4M
4
PANW icon
Palo Alto Networks
PANW
+$11M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.63M

Sector Composition

1 Technology 17.04%
2 Consumer Discretionary 7.81%
3 Healthcare 7.61%
4 Financials 6.11%
5 Communication Services 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.26M 0.07%
23,417
+3,000
277
$1.26M 0.07%
3,719
-115
278
$1.25M 0.07%
20,252
+1,632
279
$1.24M 0.07%
14,373
-969
280
$1.24M 0.07%
12,453
-4,942
281
$1.23M 0.07%
17,829
-993
282
$1.21M 0.06%
6,416
+299
283
$1.21M 0.06%
25,967
-14,017
284
$1.21M 0.06%
21,791
+2,138
285
$1.2M 0.06%
28,363
+3,748
286
$1.19M 0.06%
9,291
-2,560
287
$1.18M 0.06%
16,338
+70
288
$1.18M 0.06%
17,810
+3,544
289
$1.17M 0.06%
22,746
-728
290
$1.17M 0.06%
20,601
+949
291
$1.15M 0.06%
31,940
+4,234
292
$1.15M 0.06%
5,127
-1,982
293
$1.14M 0.06%
33,646
+2,146
294
$1.14M 0.06%
+4,038
295
$1.14M 0.06%
6,679
+3,141
296
$1.13M 0.06%
11,631
-5,208
297
$1.13M 0.06%
6,394
-2,873
298
$1.13M 0.06%
+10,777
299
$1.12M 0.06%
7,895
-458
300
$1.11M 0.06%
4,217
-1,984
10 11
12
13 14