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
651
$605K 0.02%
4,960
+761
652
$603K 0.02%
+7,177
653
$601K 0.02%
8,122
+4,077
654
$596K 0.02%
8,697
+5,489
655
$595K 0.02%
11,370
+1,032
656
$591K 0.02%
5,464
+153
657
$589K 0.02%
18,485
+10,483
658
$586K 0.02%
+47,700
659
$585K 0.02%
55,600
660
$585K 0.02%
+2,465
661
$583K 0.02%
+17,955
662
$581K 0.02%
+37,240
663
$579K 0.02%
16,835
+3,260
664
$577K 0.02%
6,051
-6
665
$577K 0.02%
7,481
+212
666
$575K 0.02%
15,599
-2,308
667
$575K 0.02%
6,320
-799
668
$575K 0.02%
5,198
+760
669
$574K 0.02%
10,766
-2,034
670
$574K 0.02%
3,219
+95
671
$573K 0.02%
8,364
+3,145
672
$572K 0.02%
+11,590
673
$572K 0.02%
22,224
+7,046
674
$570K 0.02%
5,728
+504
675
$569K 0.02%
2,463
+455
25 26
27
28 29