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
876
$374K 0.01%
1,784
-261
877
$374K 0.01%
7,411
-150
878
$373K 0.01%
18,382
+6,888
879
$373K 0.01%
+1,065
880
$372K 0.01%
+4,780
881
$371K 0.01%
+1,844
882
$371K 0.01%
4,162
+460
883
$371K 0.01%
147,500
-12,500
884
$369K 0.01%
2,621
+773
885
$369K 0.01%
8,767
+2,880
886
$369K 0.01%
19,285
+2,810
887
$369K 0.01%
9,517
+1,922
888
$368K 0.01%
3,727
+650
889
$368K 0.01%
+4,778
890
$368K 0.01%
+24,869
891
$368K 0.01%
5,036
+1,500
892
$367K 0.01%
+14,636
893
$366K 0.01%
5,373
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894
$365K 0.01%
1,863
+234
895
$363K 0.01%
+15,450
896
$363K 0.01%
+5,135
897
$361K 0.01%
21,456
+2,041
898
$361K 0.01%
11,704
-5,576
899
$360K 0.01%
7,004
-2,555
900
$360K 0.01%
+35,000
34 35
36
37 38