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
1051
$270K 0.01%
+5,264
1052
$270K 0.01%
+3,160
1053
$269K 0.01%
+3,617
1054
$269K 0.01%
2,916
-414
1055
$269K 0.01%
+3,226
1056
$268K 0.01%
3,744
-96
1057
$267K 0.01%
+5,064
1058
$267K 0.01%
+4,356
1059
$265K 0.01%
+11,048
1060
$265K 0.01%
+2,899
1061
$265K 0.01%
+1,252
1062
$263K 0.01%
91,192
-1,446
1063
$263K 0.01%
+2,399
1064
$263K 0.01%
8,251
+1,558
1065
$263K 0.01%
36,431
+572
1066
$262K 0.01%
5,169
-570
1067
$261K 0.01%
+2,421
1068
$261K 0.01%
+5,908
1069
$261K 0.01%
+8,738
1070
$260K 0.01%
4,495
+160
1071
$259K 0.01%
+2,371
1072
$259K 0.01%
1,103
1073
$259K 0.01%
14,635
+2,775
1074
$258K 0.01%
10,094
+798
1075
$256K 0.01%
+603
41 42
43
44 45