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
301
$2.05M 0.07%
+77,097
302
$2.03M 0.07%
61,960
+19,920
303
$2.01M 0.07%
74,530
+9,556
304
$1.99M 0.07%
4,748
+1,843
305
$1.98M 0.07%
+23,399
306
$1.97M 0.07%
+67,449
307
$1.96M 0.07%
+13,081
308
$1.96M 0.07%
52,938
+32,719
309
$1.95M 0.07%
7,033
+1,361
310
$1.95M 0.07%
30,115
+11,825
311
$1.95M 0.07%
22,968
+4,137
312
$1.94M 0.07%
22,587
+15,124
313
$1.92M 0.07%
60,229
-80
314
$1.92M 0.07%
+43,114
315
$1.92M 0.07%
20,890
+4,385
316
$1.92M 0.07%
21,214
+9,529
317
$1.91M 0.07%
9,531
+7,164
318
$1.91M 0.07%
17,576
-15,527
319
$1.91M 0.07%
+50,662
320
$1.9M 0.07%
+33,308
321
$1.9M 0.07%
30,103
+22,433
322
$1.89M 0.07%
27,277
+11,941
323
$1.89M 0.07%
5,896
+2,096
324
$1.88M 0.07%
13,962
+2,197
325
$1.88M 0.07%
31,939
-12,887
11 12
13
14 15