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
526
$526K 0.03%
11,290
+2,655
527
$524K 0.03%
8,400
-1,339
528
$524K 0.03%
69,811
-17,583
529
$523K 0.03%
+1,346
530
$521K 0.03%
10,676
-6,932
531
$521K 0.03%
3,588
-886
532
$518K 0.03%
6,930
+41
533
$518K 0.03%
8,564
+1,617
534
$515K 0.03%
+74,584
535
$514K 0.03%
34,008
+9,850
536
$513K 0.03%
37,417
-15,057
537
$512K 0.03%
22,497
-1,527
538
$510K 0.03%
14,574
-1,320
539
$508K 0.03%
5,447
-465
540
$508K 0.03%
160,000
541
$506K 0.03%
5,762
+988
542
$494K 0.03%
35,931
-37,045
543
$492K 0.03%
5,188
+286
544
$488K 0.03%
5,008
-52
545
$485K 0.03%
9,189
-1,669
546
$484K 0.03%
4,031
-4,123
547
$482K 0.03%
5,541
-4,193
548
$481K 0.03%
5,770
-5,888
549
$481K 0.03%
+600
550
$481K 0.03%
77,992
+10,742
20 21
22
23 24