BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.06B
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
51
$8.13M 0.44%
74,174
-7,866
52
$8.08M 0.43%
209,884
-28,314
53
$7.78M 0.42%
+143,339
54
$7.72M 0.41%
142,706
-26,286
55
$7.69M 0.41%
282,186
-21,402
56
$7.63M 0.41%
82,149
-94,787
57
$7.6M 0.41%
87,432
+3,228
58
$7.53M 0.4%
74,567
-4,880
59
$7.48M 0.4%
178,147
+36,237
60
$7.47M 0.4%
110,815
+21,054
61
$7.28M 0.39%
66,508
-18,489
62
$7.24M 0.39%
37,200
-45,652
63
$7.18M 0.38%
128,651
+77,043
64
$7.09M 0.38%
102,603
-47,615
65
$6.99M 0.37%
65,230
-15,247
66
$6.97M 0.37%
27,281
-11,717
67
$6.92M 0.37%
144,039
-9,228
68
$6.62M 0.35%
222,810
+83,355
69
$6.29M 0.34%
45,223
-18,299
70
$6.21M 0.33%
110,390
+9,792
71
$6.02M 0.32%
163,444
-26,570
72
$5.96M 0.32%
27,387
+2,492
73
$5.89M 0.32%
94,923
-24,930
74
$5.87M 0.31%
11,725
-2,965
75
$5.82M 0.31%
29,871
+1,680
1 2
3
4 5