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
851
$248K 0.01%
+2,136
852
$248K 0.01%
11,671
-11,159
853
$247K 0.01%
+8,002
854
$246K 0.01%
+1,136
855
$246K 0.01%
624
-649
856
$246K 0.01%
23,315
857
$245K 0.01%
6,025
+5
858
$245K 0.01%
246
-3
859
$245K 0.01%
3,952
-283
860
$243K 0.01%
8,617
-4,324
861
$242K 0.01%
+4,265
862
$242K 0.01%
+5,800
863
$241K 0.01%
3,947
-1,976
864
$241K 0.01%
10,167
-1,146
865
$240K 0.01%
12,133
-967
866
$238K 0.01%
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867
$237K 0.01%
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868
$237K 0.01%
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869
$236K 0.01%
38,016
+1,100
870
$236K 0.01%
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871
$235K 0.01%
35,859
+630
872
$234K 0.01%
4,335
+219
873
$233K 0.01%
1,000
-33
874
$233K 0.01%
+2,340
875
$232K 0.01%
2,445
-1,769
33 34
35
36 37