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
251
$2.61M 0.09%
6,816
-672
252
$2.6M 0.09%
14,203
+5,474
253
$2.6M 0.09%
38,100
+31,605
254
$2.59M 0.09%
37,630
+7,660
255
$2.58M 0.09%
30,814
+20,336
256
$2.58M 0.09%
33,368
+20,299
257
$2.58M 0.09%
42,064
+14,328
258
$2.57M 0.09%
39,712
+16,295
259
$2.57M 0.09%
25,162
-395
260
$2.55M 0.09%
111,841
+21,265
261
$2.55M 0.09%
+169,474
262
$2.53M 0.09%
51,633
+4,984
263
$2.51M 0.09%
11,445
+4,323
264
$2.48M 0.09%
15,445
+8,316
265
$2.47M 0.09%
63,382
+31,713
266
$2.47M 0.09%
36,009
+30,765
267
$2.46M 0.09%
24,530
+773
268
$2.45M 0.09%
20,384
-5,763
269
$2.43M 0.09%
24,719
+4,986
270
$2.43M 0.09%
41,786
-6,064
271
$2.42M 0.09%
6,206
-2,629
272
$2.42M 0.09%
25,081
+13,576
273
$2.41M 0.09%
6,076
+2,222
274
$2.4M 0.09%
3,194
+174
275
$2.39M 0.08%
18,611
+154
9 10
11
12 13