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
401
$1.37M 0.05%
4,028
-29,957
402
$1.36M 0.05%
29,440
-480
403
$1.36M 0.05%
4,898
-1,119
404
$1.36M 0.05%
+50,628
405
$1.34M 0.05%
15,299
+3,101
406
$1.34M 0.05%
64,815
+21,593
407
$1.33M 0.05%
8,995
+5,988
408
$1.33M 0.05%
13,761
+7,339
409
$1.32M 0.05%
28,867
-62,487
410
$1.32M 0.05%
4,542
+809
411
$1.32M 0.05%
8,889
+1,851
412
$1.31M 0.05%
39,814
+13,018
413
$1.31M 0.05%
23,205
+18,940
414
$1.3M 0.05%
37,338
-9,125
415
$1.3M 0.05%
7,133
+1,490
416
$1.29M 0.05%
14,968
+4,994
417
$1.29M 0.05%
10,807
+6,236
418
$1.29M 0.05%
15,172
-2,531
419
$1.28M 0.05%
6,071
+2,080
420
$1.28M 0.05%
+64,472
421
$1.27M 0.05%
22,460
+1,492
422
$1.27M 0.04%
19,080
+6,912
423
$1.26M 0.04%
7,127
+503
424
$1.25M 0.04%
+35,197
425
$1.25M 0.04%
56,450
+512
15 16
17
18 19