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
101
$6.27M 0.22%
70,701
-11,448
102
$6.26M 0.22%
169,830
-52,980
103
$6.22M 0.22%
191,129
+20,028
104
$6.16M 0.22%
159,186
+15,351
105
$6.12M 0.22%
46,052
+4,079
106
$6.1M 0.22%
112,975
+5,238
107
$6.1M 0.22%
84,632
-17,971
108
$6.03M 0.21%
27,048
+5,284
109
$6.02M 0.21%
124,793
+59,665
110
$6.01M 0.21%
25,254
+7,980
111
$5.95M 0.21%
54,483
+9,447
112
$5.79M 0.2%
57,320
+43,248
113
$5.77M 0.2%
58,730
+51,228
114
$5.76M 0.2%
48,017
+24,778
115
$5.75M 0.2%
66,684
+4,582
116
$5.62M 0.2%
109,578
+29,016
117
$5.62M 0.2%
83,470
+56,450
118
$5.6M 0.2%
110,523
+37,426
119
$5.59M 0.2%
42,021
+19,143
120
$5.59M 0.2%
26,347
+10,819
121
$5.56M 0.2%
128,579
+96,639
122
$5.52M 0.2%
77,919
+38,778
123
$5.49M 0.19%
74,472
+26,911
124
$5.48M 0.19%
65,084
+24,324
125
$5.48M 0.19%
342,342
+131,382
3 4
5
6 7