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
1076
$255K 0.01%
+849
1077
$255K 0.01%
+7,467
1078
$255K 0.01%
+3,268
1079
$255K 0.01%
+3,726
1080
$254K 0.01%
+2,278
1081
$254K 0.01%
+1,700
1082
$253K 0.01%
+3,326
1083
$253K 0.01%
+7,535
1084
$252K 0.01%
28,300
-7,440
1085
$251K 0.01%
2,624
-858
1086
$251K 0.01%
73
-13
1087
$250K 0.01%
+26,330
1088
$250K 0.01%
+1,150
1089
$249K 0.01%
+13,168
1090
$249K 0.01%
11,355
-778
1091
$248K 0.01%
+14,748
1092
$248K 0.01%
9,416
-751
1093
$248K 0.01%
+1,881
1094
$248K 0.01%
+6,466
1095
$247K 0.01%
3,410
-2,890
1096
$247K 0.01%
+891
1097
$246K 0.01%
6,766
1098
$246K 0.01%
+2,393
1099
$245K 0.01%
3,834
+164
1100
$245K 0.01%
+6,698
42 43
44
45 46