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
376
$1.53M 0.05%
20,513
+4,175
377
$1.51M 0.05%
36,555
+28,304
378
$1.51M 0.05%
19,861
+8,491
379
$1.5M 0.05%
21,543
+3,733
380
$1.49M 0.05%
8,695
+5,310
381
$1.48M 0.05%
10,876
+4,197
382
$1.47M 0.05%
6,202
+2,700
383
$1.46M 0.05%
12,598
+3,686
384
$1.45M 0.05%
974
+386
385
$1.45M 0.05%
5,401
+68
386
$1.45M 0.05%
18,377
+12,660
387
$1.44M 0.05%
+91,809
388
$1.44M 0.05%
9,990
-1,495
389
$1.44M 0.05%
22,910
+4,564
390
$1.43M 0.05%
47,708
+34,431
391
$1.43M 0.05%
39,983
+13,925
392
$1.43M 0.05%
+77,956
393
$1.42M 0.05%
12,771
+7,439
394
$1.42M 0.05%
33,894
-1,915
395
$1.41M 0.05%
70,045
+39,195
396
$1.4M 0.05%
15,697
+5,142
397
$1.39M 0.05%
+49,900
398
$1.39M 0.05%
74,762
+32,156
399
$1.39M 0.05%
14,882
-10,802
400
$1.39M 0.05%
+63,957
14 15
16
17 18