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
901
$360K 0.01%
3,209
-4,126
902
$360K 0.01%
+24,950
903
$359K 0.01%
2,835
+63
904
$359K 0.01%
8,453
+1,700
905
$359K 0.01%
4,853
-5
906
$357K 0.01%
+8,905
907
$357K 0.01%
+13,915
908
$354K 0.01%
3,077
+505
909
$354K 0.01%
26,287
+5,367
910
$353K 0.01%
2,653
+603
911
$353K 0.01%
+4,474
912
$353K 0.01%
+3,847
913
$349K 0.01%
+2,427
914
$349K 0.01%
4,586
+178
915
$348K 0.01%
2,119
-63
916
$347K 0.01%
7,466
-1,168
917
$347K 0.01%
5,032
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918
$346K 0.01%
5,143
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919
$346K 0.01%
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920
$346K 0.01%
6,883
-325
921
$345K 0.01%
+1,992
922
$345K 0.01%
24,992
+551
923
$344K 0.01%
+11,916
924
$344K 0.01%
991
-593
925
$344K 0.01%
3,539
-268
35 36
37
38 39