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
476
$597K 0.03%
4,506
-499
477
$597K 0.03%
20,219
-1,069
478
$597K 0.03%
4,350
+217
479
$596K 0.03%
3,399
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480
$595K 0.03%
6,422
-140
481
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11,127
-3,100
482
$594K 0.03%
9,355
-2,572
483
$594K 0.03%
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-2,142
484
$594K 0.03%
18,850
+769
485
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8,654
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487
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1,584
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488
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21,632
489
$589K 0.03%
4,962
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490
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17,345
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494
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495
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15,873
-7,301
496
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39,276
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497
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7,939
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498
$569K 0.03%
7,807
-2,361
499
$568K 0.03%
+7,800
500
$567K 0.03%
34,217
-3,444
18 19
20
21 22