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
776
$460K 0.02%
+6,882
777
$460K 0.02%
8,043
+132
778
$459K 0.02%
37,378
-1,465
779
$458K 0.02%
48,388
+12,824
780
$457K 0.02%
+20,242
781
$457K 0.02%
11,936
+2,976
782
$457K 0.02%
40,144
+4,060
783
$453K 0.02%
6,200
+1,943
784
$450K 0.02%
24,386
+3,013
785
$449K 0.02%
10,268
+2,755
786
$448K 0.02%
11,024
-17,339
787
$446K 0.02%
10,863
+1,713
788
$446K 0.02%
4,123
-1,834
789
$446K 0.02%
15,837
+1,333
790
$446K 0.02%
7,772
-1,417
791
$444K 0.02%
+11,529
792
$444K 0.02%
14,194
+2,113
793
$442K 0.02%
20,754
+4,033
794
$441K 0.02%
747
+200
795
$441K 0.02%
7,414
+1,124
796
$440K 0.02%
3,601
+1,296
797
$440K 0.02%
+7,883
798
$439K 0.02%
+9,146
799
$439K 0.02%
+11,475
800
$438K 0.02%
5,820
-65,274
30 31
32
33 34