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
1201
$197K 0.01%
25,427
+2,776
1202
$196K 0.01%
+11,791
1203
$192K 0.01%
31,849
+8,372
1204
$191K 0.01%
235
-30
1205
$191K 0.01%
+13,979
1206
$190K 0.01%
13,640
-1,547
1207
$190K 0.01%
+1,139
1208
$190K 0.01%
48,900
-20,700
1209
$189K 0.01%
47,644
-30,062
1210
$188K 0.01%
87,538
1211
$187K 0.01%
12,825
+1,600
1212
$186K 0.01%
15,386
+4,138
1213
$180K 0.01%
+2,729
1214
$179K 0.01%
13,494
-2,376
1215
$175K 0.01%
+10,353
1216
$175K 0.01%
11,564
+944
1217
$174K 0.01%
233
-36
1218
$169K 0.01%
+10,504
1219
$169K 0.01%
+12
1220
$168K 0.01%
19,904
+9,654
1221
$168K 0.01%
39,000
+13,500
1222
$168K 0.01%
48,490
+38,388
1223
$166K 0.01%
11,565
+6
1224
$163K 0.01%
+1,002
1225
$163K 0.01%
+3,901
47 48
49
50 51