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
201
$3.27M 0.12%
15,062
+2,912
202
$3.27M 0.12%
16,113
+7,982
203
$3.23M 0.11%
105,480
+88,510
204
$3.22M 0.11%
31,585
+28,450
205
$3.22M 0.11%
+30,923
206
$3.19M 0.11%
37,481
+560
207
$3.18M 0.11%
+56,110
208
$3.16M 0.11%
49,978
+5,319
209
$3.15M 0.11%
18,313
+6,272
210
$3.13M 0.11%
+36,397
211
$3.13M 0.11%
+61,995
212
$3.02M 0.11%
124,407
+103,644
213
$3.01M 0.11%
9,121
+3,123
214
$2.99M 0.11%
135,742
+8,234
215
$2.99M 0.11%
+22,243
216
$2.95M 0.1%
9,081
+4,186
217
$2.94M 0.1%
16,966
+5,753
218
$2.94M 0.1%
40,704
+5,706
219
$2.94M 0.1%
103,450
+19,950
220
$2.91M 0.1%
6,250
+813
221
$2.9M 0.1%
17,500
+2,459
222
$2.89M 0.1%
5,914
+5,474
223
$2.88M 0.1%
13,436
+3,348
224
$2.88M 0.1%
+13,658
225
$2.87M 0.1%
+109,458
7 8
9
10 11