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
851
$393K 0.01%
2,528
-3,080
852
$393K 0.01%
38,024
+111
853
$391K 0.01%
+1,125
854
$391K 0.01%
+19,804
855
$390K 0.01%
1,467
+343
856
$390K 0.01%
+5,568
857
$389K 0.01%
1,484
-1,967
858
$389K 0.01%
+29,800
859
$388K 0.01%
+8,460
860
$386K 0.01%
8,800
-2,648
861
$386K 0.01%
+7,360
862
$383K 0.01%
+4,875
863
$383K 0.01%
2,132
-405
864
$382K 0.01%
950
-41
865
$381K 0.01%
329
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866
$380K 0.01%
1,118
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867
$380K 0.01%
32,511
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$380K 0.01%
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$380K 0.01%
6,450
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870
$379K 0.01%
9,179
-294
871
$379K 0.01%
+7,238
872
$377K 0.01%
11,991
-1,364
873
$377K 0.01%
+4,181
874
$376K 0.01%
9,448
-100
875
$375K 0.01%
3,321
-710
33 34
35
36 37