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
276
$2.38M 0.08%
33,897
+10,489
277
$2.36M 0.08%
32,078
+16,142
278
$2.31M 0.08%
+154,877
279
$2.3M 0.08%
36,143
-576
280
$2.3M 0.08%
7,644
+460
281
$2.27M 0.08%
71,016
+26,607
282
$2.27M 0.08%
16,992
+2,619
283
$2.25M 0.08%
49,326
+2,928
284
$2.25M 0.08%
+18,103
285
$2.25M 0.08%
29,252
+14,638
286
$2.23M 0.08%
68,147
-1,626
287
$2.23M 0.08%
58,799
+50,456
288
$2.22M 0.08%
181,000
+97,936
289
$2.21M 0.08%
40,998
+24,372
290
$2.21M 0.08%
15,911
+3,430
291
$2.21M 0.08%
+46,920
292
$2.2M 0.08%
+35,900
293
$2.19M 0.08%
12,404
+253
294
$2.17M 0.08%
37,135
+33,489
295
$2.17M 0.08%
15,481
+1,211
296
$2.16M 0.08%
66,021
+33,285
297
$2.14M 0.08%
+98,323
298
$2.06M 0.07%
39,592
-103,747
299
$2.06M 0.07%
3,024
+1,026
300
$2.05M 0.07%
34,987
+12,197
10 11
12
13 14