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
951
$157K 0.01%
18,052
-1,607
952
$154K 0.01%
+69,600
953
$148K 0.01%
+23,477
954
$147K 0.01%
2,394
+794
955
$147K 0.01%
22,651
-185
956
$146K 0.01%
+13,500
957
$144K 0.01%
28,158
+138
958
$141K 0.01%
+11,283
959
$141K 0.01%
12,394
-10,937
960
$136K 0.01%
+11,100
961
$134K 0.01%
19,474
-3,822
962
$132K 0.01%
+11,250
963
$132K 0.01%
+10,077
964
$129K 0.01%
+11,248
965
$128K 0.01%
+10,278
966
$126K 0.01%
+11,182
967
$126K 0.01%
+12,700
968
$125K 0.01%
+14,600
969
$123K 0.01%
10,923
-7,062
970
$123K 0.01%
+13,931
971
$123K 0.01%
11,481
-6,148
972
$123K 0.01%
4,784
-437
973
$121K 0.01%
28,626
+586
974
$121K 0.01%
23,144
-146
975
$120K 0.01%
+10,952
37 38
39
40 41