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
926
$201K 0.01%
3,636
-420
927
$200K 0.01%
10,532
-10,039
928
$200K 0.01%
11,225
-700
929
$200K 0.01%
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930
$194K 0.01%
+12,255
931
$193K 0.01%
+15,465
932
$190K 0.01%
+56,010
933
$189K 0.01%
+420
934
$189K 0.01%
15,187
-1,325
935
$188K 0.01%
87,538
+25,021
936
$187K 0.01%
14,917
-1,689
937
$184K 0.01%
11,559
+1,205
938
$184K 0.01%
311
-16
939
$184K 0.01%
46,036
-77,569
940
$182K 0.01%
14,335
-167
941
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15,870
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942
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943
$176K 0.01%
3,701
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944
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945
$176K 0.01%
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946
$167K 0.01%
11,481
-937
947
$162K 0.01%
48,600
-58,350
948
$159K 0.01%
265
-47
949
$159K 0.01%
18,084
-1,862
950
$157K 0.01%
10,620
-23,875
36 37
38
39 40