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
126
$5.43M 0.19%
83,377
+10,685
127
$5.41M 0.19%
19,825
+3,179
128
$5.41M 0.19%
102,468
+18,684
129
$5.38M 0.19%
68,453
+15,733
130
$5.23M 0.18%
14,180
+4,570
131
$5.22M 0.18%
+39,173
132
$5.16M 0.18%
9,173
+3,837
133
$5.13M 0.18%
56,439
+1,521
134
$5.11M 0.18%
58,204
+53,973
135
$5.02M 0.18%
78,504
+30,325
136
$4.99M 0.18%
20,530
+14,001
137
$4.97M 0.18%
29,247
+4,349
138
$4.95M 0.18%
+38,128
139
$4.89M 0.17%
22,213
+11,124
140
$4.79M 0.17%
+88,760
141
$4.76M 0.17%
78,921
+69,332
142
$4.72M 0.17%
16,697
+9,681
143
$4.69M 0.17%
24,869
+18,475
144
$4.66M 0.16%
38,264
+5,344
145
$4.66M 0.16%
+189,041
146
$4.63M 0.16%
84,998
+15,912
147
$4.53M 0.16%
12,119
+4,600
148
$4.49M 0.16%
184,578
+137,404
149
$4.42M 0.16%
+116,675
150
$4.41M 0.16%
31,108
+21,817
4 5
6
7 8