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
601
$683K 0.02%
6,699
+1,169
602
$683K 0.02%
6,884
-1,472
603
$678K 0.02%
5,574
-6,095
604
$676K 0.02%
23,397
+4,232
605
$671K 0.02%
+20,953
606
$665K 0.02%
+14,535
607
$664K 0.02%
24,742
+7,606
608
$663K 0.02%
5,730
+2,768
609
$663K 0.02%
86,877
+12,293
610
$661K 0.02%
12,022
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611
$655K 0.02%
+13,326
612
$655K 0.02%
8,798
+859
613
$655K 0.02%
23,420
+6,440
614
$651K 0.02%
66,883
+10
615
$648K 0.02%
2,446
-1,029
616
$648K 0.02%
+13,190
617
$647K 0.02%
+17,301
618
$647K 0.02%
4,479
+2,544
619
$643K 0.02%
+6,765
620
$640K 0.02%
7,580
+754
621
$638K 0.02%
6,416
+740
622
$637K 0.02%
20,224
+10,767
623
$636K 0.02%
192,522
+64,046
624
$632K 0.02%
39,012
+3,081
625
$631K 0.02%
275
+67
23 24
25
26 27