BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.08B
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
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$4.91M

Sector Composition

1 Technology 16.77%
2 Consumer Discretionary 7.42%
3 Healthcare 7.03%
4 Financials 5.86%
5 Communication Services 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$568K 0.02%
11,424
+5,210
677
$568K 0.02%
+21,140
678
$562K 0.02%
1,139
-207
679
$560K 0.02%
15,291
+5,998
680
$560K 0.02%
20,453
+3,340
681
$558K 0.02%
+4,144
682
$557K 0.02%
4,458
-29
683
$555K 0.02%
+2,266
684
$554K 0.02%
+8,633
685
$553K 0.02%
9,326
+101
686
$552K 0.02%
45,891
+19,886
687
$552K 0.02%
5,978
+1,128
688
$551K 0.02%
+60,449
689
$549K 0.02%
+1,035
690
$548K 0.02%
4,722
+2,110
691
$547K 0.02%
3,959
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692
$547K 0.02%
12,211
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693
$547K 0.02%
1,767
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694
$545K 0.02%
10,438
+2,182
695
$544K 0.02%
3,505
+1,655
696
$543K 0.02%
+24,934
697
$542K 0.02%
3,300
-288
698
$540K 0.02%
+9,636
699
$540K 0.02%
+21,769
700
$539K 0.02%
70,106
+32,090
26 27
28
29 30