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
801
$278K 0.01%
2,457
-1,045
802
$277K 0.01%
+23,975
803
$277K 0.01%
+2,688
804
$277K 0.01%
+1,850
805
$276K 0.01%
6,750
-7,950
806
$276K 0.01%
40,306
+12,919
807
$275K 0.01%
2,772
-2,329
808
$275K 0.01%
+13,460
809
$274K 0.01%
1,424
-1,107
810
$274K 0.01%
10,116
-228
811
$274K 0.01%
9,645
812
$273K 0.01%
4,790
-210
813
$272K 0.01%
+2,741
814
$272K 0.01%
+6,753
815
$271K 0.01%
10,685
-2,215
816
$271K 0.01%
2,305
-3,783
817
$270K 0.01%
+20,920
818
$270K 0.01%
+2,118
819
$270K 0.01%
16,078
-366
820
$269K 0.01%
+2,643
821
$267K 0.01%
7,595
-6,748
822
$266K 0.01%
+3,482
823
$266K 0.01%
+3,702
824
$265K 0.01%
35,740
+1,656
825
$265K 0.01%
27,625
-6,562
31 32
33
34 35