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
726
$504K 0.02%
9,192
+1,352
727
$502K 0.02%
+46,810
728
$502K 0.02%
+25,100
729
$501K 0.02%
+11,004
730
$501K 0.02%
18,870
+6,097
731
$500K 0.02%
3,928
-1,034
732
$500K 0.02%
923
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733
$500K 0.02%
21,969
-5,896
734
$499K 0.02%
+7,562
735
$498K 0.02%
43,289
+4,319
736
$498K 0.02%
6,194
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737
$496K 0.02%
2,959
+698
738
$492K 0.02%
7,398
-3,888
739
$491K 0.02%
2,137
-1,901
740
$490K 0.02%
26,979
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741
$485K 0.02%
6,038
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742
$484K 0.02%
12,895
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743
$484K 0.02%
1,804
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744
$483K 0.02%
9,314
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745
$482K 0.02%
16,037
+170
746
$482K 0.02%
+2,856
747
$481K 0.02%
32,968
+346
748
$481K 0.02%
11,053
+1,437
749
$481K 0.02%
14,355
+4,859
750
$480K 0.02%
5,665
-2,710
28 29
30
31 32