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
1151
$220K 0.01%
+9,628
1152
$219K 0.01%
41,613
+324
1153
$218K 0.01%
+7,608
1154
$217K 0.01%
+3,884
1155
$216K 0.01%
3,656
+117
1156
$216K 0.01%
+4,218
1157
$216K 0.01%
518
-106
1158
$216K 0.01%
+10,200
1159
$215K 0.01%
+11,106
1160
$214K 0.01%
4,034
+333
1161
$214K 0.01%
+3,135
1162
$214K 0.01%
+4,400
1163
$214K 0.01%
5,300
+510
1164
$213K 0.01%
34,865
-4,714
1165
$213K 0.01%
+20,500
1166
$212K 0.01%
+1,349
1167
$212K 0.01%
4,531
-726
1168
$211K 0.01%
+2,579
1169
$211K 0.01%
10,704
-2,450
1170
$210K 0.01%
3,375
-677
1171
$210K 0.01%
+2,744
1172
$209K 0.01%
+2,316
1173
$209K 0.01%
14,133
+2,652
1174
$209K 0.01%
+2,907
1175
$208K 0.01%
+9,621
45 46
47
48 49