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
576
$737K 0.03%
+2,194
577
$733K 0.03%
7,188
+108
578
$730K 0.03%
6,601
+3,243
579
$724K 0.03%
+15,125
580
$718K 0.03%
3,239
+1,197
581
$718K 0.03%
44,842
+442
582
$716K 0.03%
1,153
+694
583
$715K 0.03%
19,550
+9,434
584
$714K 0.03%
17,871
+526
585
$713K 0.03%
7,177
-240
586
$713K 0.03%
17,962
+9,186
587
$712K 0.03%
2,562
-123
588
$709K 0.03%
74,453
+2,606
589
$705K 0.02%
35,512
+1,295
590
$705K 0.02%
22,562
+930
591
$701K 0.02%
13,720
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592
$699K 0.02%
34,816
-13
593
$697K 0.02%
6,251
+2,603
594
$692K 0.02%
6,638
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595
$691K 0.02%
47,669
+908
596
$690K 0.02%
8,137
+2,367
597
$689K 0.02%
2,362
-295
598
$685K 0.02%
56,042
-36
599
$685K 0.02%
4,875
+525
600
$683K 0.02%
11,838
+2,483
22 23
24
25 26