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
701
$539K 0.02%
+1,380
702
$538K 0.02%
1,870
-35
703
$535K 0.02%
3,899
-113
704
$535K 0.02%
8,357
+2,272
705
$534K 0.02%
+10,803
706
$531K 0.02%
37,835
+3,827
707
$529K 0.02%
4,787
+1,612
708
$529K 0.02%
+21,108
709
$528K 0.02%
28,357
+5,257
710
$526K 0.02%
3,501
-1,013
711
$526K 0.02%
+4,722
712
$525K 0.02%
+4,688
713
$525K 0.02%
8,140
+4,504
714
$523K 0.02%
13,771
-5,079
715
$522K 0.02%
18,606
+1,872
716
$520K 0.02%
23,455
+2,853
717
$518K 0.02%
+10,785
718
$517K 0.02%
8,725
+3,525
719
$516K 0.02%
4,949
+316
720
$516K 0.02%
7,988
-716
721
$514K 0.02%
+5,631
722
$512K 0.02%
6,705
+223
723
$511K 0.02%
46,050
+8,650
724
$506K 0.02%
10,870
-3,154
725
$504K 0.02%
+4,599
27 28
29
30 31