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
501
$938K 0.03%
8,629
+128
502
$937K 0.03%
+53,658
503
$934K 0.03%
34,620
+20,200
504
$922K 0.03%
10,640
+3,342
505
$920K 0.03%
+5,035
506
$913K 0.03%
+42,219
507
$912K 0.03%
22,557
+1,841
508
$903K 0.03%
+3,021
509
$901K 0.03%
5,888
-547
510
$899K 0.03%
+2,505
511
$898K 0.03%
62,231
-4,631
512
$898K 0.03%
7,158
+5,003
513
$898K 0.03%
3,325
+205
514
$895K 0.03%
637
+418
515
$894K 0.03%
+17,125
516
$893K 0.03%
28,032
+9,235
517
$892K 0.03%
90,738
+9,207
518
$886K 0.03%
47,060
+17,064
519
$881K 0.03%
14,524
-181
520
$877K 0.03%
4,534
+185
521
$876K 0.03%
35,863
+290
522
$876K 0.03%
3,534
+2,264
523
$874K 0.03%
14,361
+3,071
524
$868K 0.03%
35,570
+5,124
525
$861K 0.03%
64,395
+35,942
19 20
21
22 23