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
176
$2.38M 0.13%
33,286
-1,378
177
$2.38M 0.13%
51,765
+880
178
$2.38M 0.13%
23,757
-3,274
179
$2.36M 0.13%
28,351
-15,385
180
$2.33M 0.12%
27,736
+7,167
181
$2.31M 0.12%
83,500
-24,350
182
$2.31M 0.12%
11,089
-2,900
183
$2.29M 0.12%
27,020
+23,512
184
$2.25M 0.12%
18,625
+147
185
$2.23M 0.12%
90,576
+13,492
186
$2.22M 0.12%
46,649
+6,420
187
$2.21M 0.12%
13,764
-5,197
188
$2.2M 0.12%
+27,018
189
$2.19M 0.12%
44,659
-1,858
190
$2.18M 0.12%
3,020
-682
191
$2.16M 0.12%
34,998
-22,458
192
$2.14M 0.11%
10,088
-7,362
193
$2.14M 0.11%
15,041
-7,258
194
$2.09M 0.11%
18,355
-4,326
195
$2.09M 0.11%
5,437
-251
196
$2.09M 0.11%
13,791
-5,095
197
$2.06M 0.11%
69,773
-4,762
198
$2.06M 0.11%
7,184
-212
199
$2.05M 0.11%
11,634
-8,721
200
$2.05M 0.11%
44,826
+29,821
6 7
8
9 10