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
451
$1.09M 0.04%
8,065
-9,496
452
$1.09M 0.04%
+10,984
453
$1.09M 0.04%
6,879
+278
454
$1.08M 0.04%
7,974
+810
455
$1.08M 0.04%
43,668
+13,477
456
$1.08M 0.04%
+14,675
457
$1.08M 0.04%
7,878
+1,030
458
$1.08M 0.04%
21,841
+5,645
459
$1.08M 0.04%
23,527
+3,003
460
$1.07M 0.04%
17,906
+479
461
$1.07M 0.04%
6,998
+1,313
462
$1.07M 0.04%
17,604
+5,467
463
$1.07M 0.04%
8,894
+5,689
464
$1.05M 0.04%
25,144
+2,559
465
$1.05M 0.04%
18,998
+7,614
466
$1.04M 0.04%
7,277
-214
467
$1.04M 0.04%
27,160
-10,049
468
$1.04M 0.04%
3,701
-1,053
469
$1.03M 0.04%
53,587
+4,621
470
$1.03M 0.04%
152
+3
471
$1.03M 0.04%
7,352
-543
472
$1.02M 0.04%
124,270
+46,278
473
$1.02M 0.04%
6,797
+1,608
474
$1.02M 0.04%
+46,130
475
$1.02M 0.04%
2,530
+1,673
17 18
19
20 21