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
751
$479K 0.02%
+5,830
752
$478K 0.02%
12,031
+2,381
753
$477K 0.02%
23,675
+425
754
$477K 0.02%
3,720
-9
755
$476K 0.02%
+27,143
756
$475K 0.02%
33,550
+900
757
$475K 0.02%
2,602
-1,918
758
$475K 0.02%
3,826
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759
$474K 0.02%
19,798
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760
$474K 0.02%
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761
$474K 0.02%
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762
$473K 0.02%
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763
$472K 0.02%
2,566
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764
$471K 0.02%
5,347
+171
765
$469K 0.02%
6,796
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766
$469K 0.02%
58,000
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767
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768
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6,934
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769
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13,396
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770
$466K 0.02%
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771
$465K 0.02%
18,581
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772
$465K 0.02%
+1,574
773
$463K 0.02%
6,336
+680
774
$462K 0.02%
+5,938
775
$461K 0.02%
12,259
+2,880
29 30
31
32 33