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
626
$630K 0.02%
5,812
+1,585
627
$627K 0.02%
+29,308
628
$627K 0.02%
3,143
+791
629
$627K 0.02%
3,412
+1,578
630
$626K 0.02%
6,509
-4,146
631
$623K 0.02%
15,561
-614
632
$623K 0.02%
3,360
-39
633
$622K 0.02%
+61,700
634
$620K 0.02%
68,237
-1,574
635
$619K 0.02%
46,626
+22,651
636
$619K 0.02%
8,567
-87
637
$617K 0.02%
18,955
+3,082
638
$616K 0.02%
12,998
-7,603
639
$615K 0.02%
+16,000
640
$614K 0.02%
+13,923
641
$614K 0.02%
2,538
+956
642
$613K 0.02%
+8,520
643
$612K 0.02%
22,464
-8,580
644
$612K 0.02%
11,575
+615
645
$612K 0.02%
+60,415
646
$611K 0.02%
27,046
+7,429
647
$608K 0.02%
19,908
+7,988
648
$607K 0.02%
+7,650
649
$607K 0.02%
+2,783
650
$606K 0.02%
+3,810
24 25
26
27 28