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
776
$288K 0.02%
2,612
+3
777
$288K 0.02%
8,343
-2,222
778
$287K 0.02%
1,358
+211
779
$287K 0.02%
251
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$287K 0.02%
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781
$286K 0.02%
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782
$286K 0.02%
3,330
-2,276
783
$285K 0.02%
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784
$285K 0.02%
22,441
-17,012
785
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$284K 0.02%
1,629
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788
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789
$284K 0.02%
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$283K 0.02%
2,572
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12,773
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$279K 0.01%
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-1,173
798
$278K 0.01%
12,486
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799
$278K 0.01%
4,045
-1,512
800
$278K 0.01%
28,453
-924
30 31
32
33 34