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
751
$305K 0.02%
+1,270
752
$303K 0.02%
3,807
-90,592
753
$302K 0.02%
+35,564
754
$301K 0.02%
+16,475
755
$301K 0.02%
37,200
756
$299K 0.02%
3,077
-1,401
757
$299K 0.02%
+2,962
758
$299K 0.02%
5,916
-537
759
$299K 0.02%
+4,218
760
$298K 0.02%
6,812
+48
761
$298K 0.02%
26,005
-2,514
762
$296K 0.02%
269
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763
$295K 0.02%
4,329
-637
764
$294K 0.02%
+5,130
765
$294K 0.02%
+2,537
766
$293K 0.02%
10,821
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767
$292K 0.02%
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768
$292K 0.02%
3,042
-7,258
769
$291K 0.02%
5,739
-52,778
770
$291K 0.02%
2,155
-4,250
771
$290K 0.02%
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772
$290K 0.02%
3,294
-112
773
$290K 0.02%
+2,048
774
$290K 0.02%
4,532
-706
775
$289K 0.02%
+5,523
29 30
31
32 33