BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.06B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.83B
AUM Growth
+$958M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,446
New
Increased
Reduced
Closed

Top Buys

1
+$53.4M
2
+$24.9M
3
+$19.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$18.4M
5
AMZN icon
Amazon
AMZN
+$17.5M

Top Sells

1
+$10.2M
2
+$6.97M
3
+$5.77M
4
OGIG icon
ALPS O'Shares Global Internet Giants ETF
OGIG
+$5.41M
5
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$4.91M

Sector Composition

1 Technology 16.79%
2 Consumer Discretionary 7.42%
3 Healthcare 7.01%
4 Financials 5.86%
5 Communication Services 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.87M 0.1%
+92,362
227
$2.87M 0.1%
58,493
+17,817
228
$2.86M 0.1%
129,912
+49,655
229
$2.86M 0.1%
37,981
+2,751
230
$2.85M 0.1%
78,363
+18,083
231
$2.85M 0.1%
10,353
+821
232
$2.84M 0.1%
+43,010
233
$2.81M 0.1%
58,297
+5,239
234
$2.8M 0.1%
+118,175
235
$2.78M 0.1%
33,671
+5,320
236
$2.77M 0.1%
23,449
+5,094
237
$2.77M 0.1%
43,210
+12,667
238
$2.77M 0.1%
+60,166
239
$2.76M 0.1%
12,737
+362
240
$2.73M 0.1%
16,258
+2,494
241
$2.72M 0.1%
+75,988
242
$2.7M 0.1%
24,830
-719
243
$2.7M 0.1%
+105,772
244
$2.66M 0.09%
114,235
+48,193
245
$2.66M 0.09%
55,386
+7,980
246
$2.65M 0.09%
13,069
+6,653
247
$2.64M 0.09%
17,520
+3,729
248
$2.63M 0.09%
12,302
+8,954
249
$2.62M 0.09%
+81,520
250
$2.61M 0.09%
+39,991
8 9
10
11 12