BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 28.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.54%
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
+$10.1M
2
+$9.2M
3
+$9.06M
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$8.71M
5
OGIG icon
ALPS O'Shares Global Internet Giants ETF
OGIG
+$7.07M

Top Sells

1
+$20.8M
2
+$11.8M
3
+$10.7M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.13M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.83M

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%
+1,386
827
$264K 0.01%
4,690
-3,908
828
$262K 0.01%
+8,251
829
$262K 0.01%
+3,685
830
$261K 0.01%
+3,834
831
$261K 0.01%
1,711
-1,280
832
$261K 0.01%
7,319
-1,002
833
$261K 0.01%
1,345
-775
834
$260K 0.01%
219
+7
835
$259K 0.01%
1,848
-2,839
836
$259K 0.01%
1,448
-185
837
$258K 0.01%
+1,119
838
$258K 0.01%
40,543
+19,585
839
$255K 0.01%
+3,057
840
$254K 0.01%
6,618
-6,102
841
$254K 0.01%
17,716
+2,068
842
$254K 0.01%
2,682
+17
843
$253K 0.01%
1,935
+43
844
$253K 0.01%
2,653
-33
845
$251K 0.01%
1,654
-205
846
$251K 0.01%
+16,512
847
$251K 0.01%
1,897
-2,929
848
$250K 0.01%
+6,180
849
$250K 0.01%
4,052
+703
850
$248K 0.01%
11,671
-11,159
32 33
34
35 36