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
476
$1.01M 0.04%
58,901
+12,413
477
$1.01M 0.04%
84,524
-3,638
478
$1.01M 0.04%
28,054
+17,090
479
$1M 0.04%
21,302
-11,011
480
$997K 0.04%
7,720
+2,446
481
$994K 0.04%
18,496
+1,354
482
$987K 0.03%
32,874
+3,550
483
$982K 0.03%
3,510
+203
484
$979K 0.03%
+151,191
485
$979K 0.03%
21,708
+1,000
486
$978K 0.03%
5,951
+4,178
487
$977K 0.03%
5,823
-54
488
$977K 0.03%
19,232
+11,809
489
$976K 0.03%
54,033
-1,388
490
$976K 0.03%
+13,035
491
$975K 0.03%
8,008
+5,032
492
$973K 0.03%
10,593
+7,905
493
$970K 0.03%
87,997
+63,120
494
$969K 0.03%
9,690
+140
495
$954K 0.03%
4,689
-233
496
$951K 0.03%
11,111
+4,181
497
$950K 0.03%
17,012
+8,448
498
$948K 0.03%
6,322
+1,263
499
$947K 0.03%
12,394
-1,107
500
$940K 0.03%
8,606
-1,534
18 19
20
21 22