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
976
$312K 0.01%
+3,491
977
$312K 0.01%
+16,965
978
$311K 0.01%
6,750
979
$311K 0.01%
6,195
-221
980
$311K 0.01%
2,211
+101
981
$311K 0.01%
+17,371
982
$310K 0.01%
36,027
+777
983
$310K 0.01%
+5,853
984
$309K 0.01%
2,988
-54
985
$309K 0.01%
+12,117
986
$308K 0.01%
3,929
-3,694
987
$308K 0.01%
+3,623
988
$307K 0.01%
4,528
+349
989
$306K 0.01%
+4,900
990
$305K 0.01%
+3,921
991
$304K 0.01%
+2,415
992
$304K 0.01%
+17,598
993
$304K 0.01%
+10,025
994
$303K 0.01%
1,390
+254
995
$303K 0.01%
+6,604
996
$303K 0.01%
+2,514
997
$303K 0.01%
+18,119
998
$303K 0.01%
6,309
-8,949
999
$302K 0.01%
+7,837
1000
$300K 0.01%
+11,945
38 39
40
41 42