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
176
$3.77M 0.13%
+541,399
177
$3.71M 0.13%
+54,229
178
$3.69M 0.13%
69,827
+56,863
179
$3.67M 0.13%
16,284
+3,225
180
$3.63M 0.13%
+835,990
181
$3.62M 0.13%
43,463
+18,773
182
$3.61M 0.13%
52,094
-26,551
183
$3.59M 0.13%
18,110
+6,476
184
$3.58M 0.13%
55,682
+2,990
185
$3.5M 0.12%
40,161
-2,124
186
$3.49M 0.12%
95,807
+83,724
187
$3.43M 0.12%
+117,685
188
$3.43M 0.12%
53,952
-2,858
189
$3.42M 0.12%
+133,282
190
$3.41M 0.12%
24,129
+5,504
191
$3.41M 0.12%
17,994
+7,317
192
$3.38M 0.12%
66,118
+52,102
193
$3.37M 0.12%
50,780
+12,167
194
$3.35M 0.12%
88,057
+32,708
195
$3.33M 0.12%
20,753
-7,712
196
$3.32M 0.12%
62,218
+23,190
197
$3.29M 0.12%
20,779
-2,639
198
$3.28M 0.12%
34,920
+7,902
199
$3.28M 0.12%
294,354
200
$3.28M 0.12%
27,786
+15,140
6 7
8
9 10