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
701
$333K 0.02%
+2,050
702
$333K 0.02%
32,095
+3,805
703
$332K 0.02%
+2,255
704
$332K 0.02%
12,758
-3,402
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$332K 0.02%
7,513
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706
$330K 0.02%
1,582
-269
707
$329K 0.02%
+19,200
708
$328K 0.02%
4,114
-2,494
709
$327K 0.02%
4,512
-1,990
710
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2,976
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711
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25,223
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712
$324K 0.02%
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713
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+9,496
714
$323K 0.02%
+9,548
715
$322K 0.02%
5,200
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717
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718
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5,138
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719
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720
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3,135
-3,997
721
$320K 0.02%
+1,063
722
$319K 0.02%
7,561
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723
$318K 0.02%
2,659
-75
724
$317K 0.02%
56,566
+1,966
725
$316K 0.02%
21,000
+1,000
27 28
29
30 31