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
826
$418K 0.01%
73,226
+7,902
827
$418K 0.01%
20,300
+2,636
828
$417K 0.01%
25,496
+2,060
829
$414K 0.01%
15,144
+4,015
830
$414K 0.01%
+17,720
831
$412K 0.01%
3,284
+827
832
$412K 0.01%
4,383
+269
833
$411K 0.01%
29,052
+3,829
834
$411K 0.01%
+7,574
835
$410K 0.01%
4,300
+2
836
$409K 0.01%
10,886
837
$407K 0.01%
39,741
+12,116
838
$406K 0.01%
+7,927
839
$405K 0.01%
+7,814
840
$405K 0.01%
+4,800
841
$405K 0.01%
18,174
+6,503
842
$404K 0.01%
+9,036
843
$404K 0.01%
2,131
+856
844
$401K 0.01%
66,041
+13,540
845
$401K 0.01%
15,333
+2,164
846
$398K 0.01%
28,100
-575
847
$396K 0.01%
2,924
-21
848
$395K 0.01%
+7,815
849
$395K 0.01%
15,274
+2,516
850
$394K 0.01%
4,106
-3,070
32 33
34
35 36