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
351
$1.67M 0.06%
41,571
+26,997
352
$1.66M 0.06%
9,140
-11,227
353
$1.66M 0.06%
32,980
-2,808
354
$1.65M 0.06%
15,656
+3,203
355
$1.65M 0.06%
26,404
+6,152
356
$1.65M 0.06%
+7,358
357
$1.64M 0.06%
6,675
+3,783
358
$1.62M 0.06%
6,576
+3,330
359
$1.62M 0.06%
9,084
-166
360
$1.61M 0.06%
7,786
+677
361
$1.6M 0.06%
20,429
+2,698
362
$1.6M 0.06%
20,324
+7,720
363
$1.59M 0.06%
11,457
+2,331
364
$1.58M 0.06%
35,353
+7,146
365
$1.58M 0.06%
160,155
+15,532
366
$1.58M 0.06%
17,701
-128
367
$1.57M 0.06%
8,682
+2,422
368
$1.57M 0.06%
275,901
-21,000
369
$1.57M 0.06%
6,397
+1,261
370
$1.56M 0.06%
16,804
-10,824
371
$1.56M 0.06%
27,035
+1,530
372
$1.56M 0.06%
258,025
+4,875
373
$1.54M 0.05%
28,506
+2,539
374
$1.54M 0.05%
63,986
+24,786
375
$1.54M 0.05%
3,306
+1,738
13 14
15
16 17