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
1101
$244K 0.01%
+3,003
1102
$244K 0.01%
7,946
-3,430
1103
$243K 0.01%
9,688
-2,727
1104
$243K 0.01%
+511
1105
$243K 0.01%
+4,517
1106
$240K 0.01%
+61,416
1107
$240K 0.01%
+3,431
1108
$237K 0.01%
11,800
+888
1109
$237K 0.01%
1,573
-138
1110
$236K 0.01%
+3,686
1111
$236K 0.01%
+2,250
1112
$236K 0.01%
+13,450
1113
$236K 0.01%
+11,998
1114
$235K 0.01%
+2,064
1115
$235K 0.01%
+899
1116
$235K 0.01%
+9,375
1117
$235K 0.01%
+6,814
1118
$234K 0.01%
+4,576
1119
$234K 0.01%
+8,665
1120
$234K 0.01%
23,315
1121
$233K 0.01%
+3,793
1122
$233K 0.01%
+2,275
1123
$233K 0.01%
23,171
+3,697
1124
$232K 0.01%
+4,425
1125
$231K 0.01%
+2,077
43 44
45
46 47