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
1176
$208K 0.01%
67,313
-427
1177
$207K 0.01%
+5,825
1178
$207K 0.01%
+3,200
1179
$206K 0.01%
+5,401
1180
$206K 0.01%
+5,966
1181
$206K 0.01%
59,286
-1,288
1182
$206K 0.01%
+14,775
1183
$206K 0.01%
+6,572
1184
$205K 0.01%
+10,340
1185
$205K 0.01%
+38,010
1186
$205K 0.01%
19,600
-8,400
1187
$204K 0.01%
+4,386
1188
$204K 0.01%
+3,200
1189
$204K 0.01%
+2,280
1190
$203K 0.01%
+3,578
1191
$203K 0.01%
+2,231
1192
$203K 0.01%
36,000
-1,200
1193
$203K 0.01%
+63,132
1194
$202K 0.01%
+2,979
1195
$202K 0.01%
+9,575
1196
$201K 0.01%
+5,073
1197
$199K 0.01%
+19,505
1198
$199K 0.01%
+19,112
1199
$198K 0.01%
47,036
+1,000
1200
$197K 0.01%
+12,658
46 47
48
49 50