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
826
$264K 0.01%
4,690
-3,908
827
$264K 0.01%
+1,386
828
$262K 0.01%
+3,685
829
$262K 0.01%
+8,251
830
$261K 0.01%
1,345
-775
831
$261K 0.01%
7,319
-1,002
832
$261K 0.01%
1,711
-1,280
833
$261K 0.01%
+3,834
834
$260K 0.01%
219
+7
835
$259K 0.01%
1,448
-185
836
$259K 0.01%
1,848
-2,839
837
$258K 0.01%
40,543
+19,585
838
$258K 0.01%
+1,119
839
$255K 0.01%
+3,057
840
$254K 0.01%
2,682
+17
841
$254K 0.01%
17,716
+2,068
842
$254K 0.01%
1,103
-1,017
843
$253K 0.01%
2,653
-33
844
$253K 0.01%
1,935
+43
845
$251K 0.01%
1,897
-2,929
846
$251K 0.01%
+16,512
847
$251K 0.01%
1,654
-205
848
$250K 0.01%
+6,180
849
$250K 0.01%
4,052
+703
850
$248K 0.01%
4,408
+11
32 33
34
35 36