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
401
$758K 0.04%
2,685
-272
402
$757K 0.04%
14,246
+1,532
403
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11,286
-4,314
404
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23,496
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405
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3,307
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406
$746K 0.04%
15,669
-3,177
407
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7,080
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408
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5,633
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409
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2,657
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410
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260
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411
$739K 0.04%
6,624
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412
$735K 0.04%
+46,488
413
$731K 0.04%
83,064
+16,574
414
$731K 0.04%
32,856
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415
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416
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417
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418
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419
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82,328
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420
$723K 0.04%
22,391
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421
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1,983
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422
$722K 0.04%
20,716
-12,282
423
$722K 0.04%
27,284
+708
424
$720K 0.04%
42,606
-4,959
425
$720K 0.04%
44,400
+2,397
15 16
17
18 19