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
51
$10.7M 0.38%
101,249
+90,472
52
$10.7M 0.38%
277,610
+21,786
53
$10.2M 0.36%
222,966
+78,927
54
$10M 0.35%
78,595
+30,537
55
$9.88M 0.35%
18,847
+2,110
56
$9.77M 0.35%
606,222
+589,710
57
$9.7M 0.34%
190,377
+182,821
58
$9.63M 0.34%
93,991
+6,559
59
$9.63M 0.34%
19,251
+11,599
60
$9.54M 0.34%
66,561
+10,505
61
$9.21M 0.33%
133,248
-53,992
62
$8.99M 0.32%
173,670
+121,905
63
$8.77M 0.31%
34,413
+9,292
64
$8.74M 0.31%
241,036
+77,592
65
$8.73M 0.31%
26,806
+22,554
66
$8.69M 0.31%
255,283
+136,034
67
$8.69M 0.31%
226,208
+16,324
68
$8.65M 0.31%
138,169
+9,518
69
$8.48M 0.3%
65,187
-23,693
70
$8.41M 0.3%
194,145
+15,998
71
$8.38M 0.3%
180,770
+83,240
72
$8.26M 0.29%
82,193
+7,626
73
$8.24M 0.29%
38,622
+1,422
74
$8.07M 0.29%
39,049
+9,178
75
$8.06M 0.29%
+420,400
1 2
3
4 5