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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
1101
– –
-2,667
1102
– –
-4,992
1103
– –
-13,585
1104
– –
-49,507
1105
– –
-2,668
1106
– –
-1,499
1107
– –
-32,343
1108
– –
-3,051
1109
– –
-11,005
1110
– –
-18,447
1111
– –
-128,452
1112
– –
-7,327
1113
– –
-7,156
1114
– –
-14,700
1115
– –
-42,695
1116
– –
-179
1117
– –
-1,318
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