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
801
$438K 0.02%
3,280
+1,418
802
$437K 0.02%
+8,470
803
$437K 0.02%
5,020
804
$436K 0.02%
+13,005
805
$436K 0.02%
+4,228
806
$436K 0.02%
+7,077
807
$435K 0.02%
12,251
+6,071
808
$435K 0.02%
31,511
+4,087
809
$433K 0.02%
3,365
+279
810
$431K 0.02%
5,510
+80
811
$431K 0.02%
7,696
+824
812
$430K 0.02%
+7,235
813
$428K 0.02%
+4,894
814
$428K 0.02%
5,230
+1,423
815
$428K 0.02%
30,437
+10,464
816
$426K 0.02%
6,921
+280
817
$426K 0.02%
5,425
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818
$424K 0.02%
33,552
+18,635
819
$423K 0.02%
35,954
+1,160
820
$423K 0.02%
19,428
+5,968
821
$422K 0.01%
+5,390
822
$421K 0.01%
8,485
-2,191
823
$419K 0.01%
+28,944
824
$419K 0.01%
683
-82
825
$419K 0.01%
2,361
+655
31 32
33
34 35