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
1126
$231K 0.01%
+6,349
1127
$231K 0.01%
+1,840
1128
$231K 0.01%
+6,119
1129
$231K 0.01%
11,750
-314
1130
$230K 0.01%
+2,857
1131
$230K 0.01%
+4,200
1132
$229K 0.01%
46,100
+3,100
1133
$229K 0.01%
+4,054
1134
$229K 0.01%
+6,058
1135
$229K 0.01%
+4,975
1136
$228K 0.01%
5,813
-1,855
1137
$228K 0.01%
13,263
-2,202
1138
$227K 0.01%
+9,408
1139
$227K 0.01%
2,862
+15
1140
$226K 0.01%
+13,095
1141
$225K 0.01%
646
+200
1142
$225K 0.01%
+4,700
1143
$223K 0.01%
+2,312
1144
$223K 0.01%
+939
1145
$223K 0.01%
+1,760
1146
$223K 0.01%
+12,602
1147
$222K 0.01%
+3,593
1148
$221K 0.01%
4,495
-637
1149
$221K 0.01%
2,570
+315
1150
$220K 0.01%
4,220
-1,840
44 45
46
47 48