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
1026
$287K 0.01%
10,245
+600
1027
$286K 0.01%
9,100
+5,550
1028
$286K 0.01%
+5,456
1029
$286K 0.01%
1,671
-298
1030
$284K 0.01%
+4,507
1031
$281K 0.01%
+1,063
1032
$280K 0.01%
+7,096
1033
$280K 0.01%
6,492
-1,908
1034
$279K 0.01%
3,260
+980
1035
$279K 0.01%
8,033
+1,194
1036
$279K 0.01%
6,350
+325
1037
$277K 0.01%
4,692
+740
1038
$276K 0.01%
+2,128
1039
$276K 0.01%
16,313
+235
1040
$275K 0.01%
1,106
-1,655
1041
$274K 0.01%
+13,330
1042
$273K 0.01%
+2,719
1043
$273K 0.01%
2,913
-2,185
1044
$273K 0.01%
+1,207
1045
$272K 0.01%
41,762
+1,219
1046
$272K 0.01%
4,160
+562
1047
$272K 0.01%
+8,557
1048
$271K 0.01%
2,796
+143
1049
$271K 0.01%
+4,557
1050
$270K 0.01%
+1,564
40 41
42
43 44