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
526
$856K 0.03%
72,745
-54,234
527
$848K 0.03%
+4,748
528
$845K 0.03%
+34,307
529
$845K 0.03%
9,994
+2,187
530
$841K 0.03%
7,986
+5,343
531
$839K 0.03%
17,175
-321
532
$833K 0.03%
+24,644
533
$833K 0.03%
6,315
+1,809
534
$833K 0.03%
21,259
-1,132
535
$831K 0.03%
23,201
+3,772
536
$829K 0.03%
13,878
+1,159
537
$825K 0.03%
64,580
+28,057
538
$825K 0.03%
68,151
+33,849
539
$823K 0.03%
15,714
+50
540
$821K 0.03%
105,000
-10,035
541
$821K 0.03%
23,259
-237
542
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41,429
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543
$819K 0.03%
7,515
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544
$819K 0.03%
15,814
+1,568
545
$813K 0.03%
90,010
-2,501
546
$811K 0.03%
+8,811
547
$809K 0.03%
51,375
+28,934
548
$808K 0.03%
33,704
+5,063
549
$804K 0.03%
49,544
+25,792
550
$800K 0.03%
4,138
+1,060
20 21
22
23 24