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
76
$8.05M 0.28%
84,873
+79,111
77
$7.96M 0.28%
69,894
+37,553
78
$7.91M 0.28%
16,639
+4,914
79
$7.81M 0.28%
114,756
+3,941
80
$7.61M 0.27%
16,656
+7,139
81
$7.6M 0.27%
120,432
+25,509
82
$7.55M 0.27%
102,531
+32,004
83
$7.53M 0.27%
64,511
+38,814
84
$7.38M 0.26%
32,519
+5,132
85
$7.35M 0.26%
29,546
+6,776
86
$7.31M 0.26%
+139,465
87
$7.3M 0.26%
486,438
+450,966
88
$7.25M 0.26%
126,186
+103,812
89
$7.19M 0.25%
20,367
-8,878
90
$7.08M 0.25%
50,104
+26,182
91
$7.02M 0.25%
22,854
+15,414
92
$6.94M 0.25%
43,149
+14,735
93
$6.88M 0.24%
57,357
-9,151
94
$6.79M 0.24%
123,306
+64,212
95
$6.74M 0.24%
36,092
+18,676
96
$6.66M 0.24%
67,800
-6,374
97
$6.52M 0.23%
199,562
+151,152
98
$6.47M 0.23%
86,224
+30,428
99
$6.32M 0.22%
123,016
+23,843
100
$6.31M 0.22%
118,262
-24,444
2 3
4
5 6