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
326
$1.88M 0.07%
13,502
+7,841
327
$1.85M 0.07%
18,920
+13,473
328
$1.84M 0.07%
19,772
+8,141
329
$1.83M 0.06%
14,594
-725
330
$1.82M 0.06%
19,602
-8,117
331
$1.81M 0.06%
40,090
+27,803
332
$1.79M 0.06%
18,244
+2,644
333
$1.79M 0.06%
51,984
+18,338
334
$1.78M 0.06%
5,581
+502
335
$1.77M 0.06%
9,758
+1,843
336
$1.77M 0.06%
4,739
+2,851
337
$1.77M 0.06%
+43,666
338
$1.76M 0.06%
29,298
+198
339
$1.76M 0.06%
7,707
+2,580
340
$1.76M 0.06%
+100,425
341
$1.75M 0.06%
36,519
+20,850
342
$1.75M 0.06%
+55,304
343
$1.74M 0.06%
19,991
+5,784
344
$1.72M 0.06%
+21,132
345
$1.72M 0.06%
197,200
-21,750
346
$1.72M 0.06%
26,911
+5,120
347
$1.71M 0.06%
27,414
+10,057
348
$1.71M 0.06%
5,179
+2,538
349
$1.7M 0.06%
68,391
+45,894
350
$1.69M 0.06%
6,543
+3,041
12 13
14
15 16