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
951
$324K 0.01%
3,200
+806
952
$324K 0.01%
10,101
+1,484
953
$324K 0.01%
+34,536
954
$323K 0.01%
+4,011
955
$322K 0.01%
2,196
-823
956
$322K 0.01%
+6,484
957
$321K 0.01%
+2,052
958
$321K 0.01%
7,188
-18,862
959
$320K 0.01%
4,312
-2,451
960
$319K 0.01%
10,219
+2,528
961
$319K 0.01%
+430
962
$319K 0.01%
264
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963
$318K 0.01%
+8,251
964
$318K 0.01%
+765
965
$317K 0.01%
1,639
-409
966
$317K 0.01%
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967
$316K 0.01%
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968
$315K 0.01%
4,390
-122
969
$314K 0.01%
+22,901
970
$314K 0.01%
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971
$312K 0.01%
19,581
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972
$312K 0.01%
4,000
+706
973
$312K 0.01%
3,711
-2,874
974
$312K 0.01%
5,443
-235
975
$312K 0.01%
+4,409
37 38
39
40 41