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
626
$384K 0.02%
14,504
-139
627
$382K 0.02%
23,752
+1,616
628
$382K 0.02%
13,575
+2,275
629
$382K 0.02%
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630
$381K 0.02%
2,955
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631
$380K 0.02%
2,909
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632
$379K 0.02%
6,083
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633
$378K 0.02%
8,889
-2,764
634
$378K 0.02%
2,045
+229
635
$378K 0.02%
2,367
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636
$378K 0.02%
16,128
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637
$377K 0.02%
7,423
-3,045
638
$377K 0.02%
3,086
-1,952
639
$376K 0.02%
+19,973
640
$373K 0.02%
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641
$372K 0.02%
3,358
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642
$372K 0.02%
11,920
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643
$372K 0.02%
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644
$371K 0.02%
+28,000
645
$370K 0.02%
+27,424
646
$370K 0.02%
857
-858
647
$369K 0.02%
+32,650
648
$369K 0.02%
+5,244
649
$368K 0.02%
4,157
-514
650
$367K 0.02%
37,913
-9,448
24 25
26
27 28