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
426
$1.24M 0.04%
20,585
+1,864
427
$1.24M 0.04%
35,072
+7,336
428
$1.23M 0.04%
4,718
-11,225
429
$1.22M 0.04%
15,405
+3,432
430
$1.21M 0.04%
14,355
-13,209
431
$1.21M 0.04%
8,162
+2,529
432
$1.2M 0.04%
+35,720
433
$1.2M 0.04%
14,685
+5,522
434
$1.19M 0.04%
3,602
+1,071
435
$1.18M 0.04%
+27,109
436
$1.16M 0.04%
8,960
+276
437
$1.16M 0.04%
18,428
-968
438
$1.15M 0.04%
10,901
+1,708
439
$1.15M 0.04%
160,472
+15,969
440
$1.15M 0.04%
43,206
+4,981
441
$1.15M 0.04%
5,888
+4,464
442
$1.14M 0.04%
6,085
+3,830
443
$1.14M 0.04%
7,140
-852
444
$1.14M 0.04%
122,078
+39,750
445
$1.13M 0.04%
5,675
+1,454
446
$1.12M 0.04%
+249,700
447
$1.12M 0.04%
136,928
+11,236
448
$1.11M 0.04%
6,013
+1,674
449
$1.11M 0.04%
3,402
-317
450
$1.09M 0.04%
7,224
+916
16 17
18
19 20