BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.06B
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

Sector Composition

1 Technology 16.79%
2 Consumer Discretionary 7.42%
3 Healthcare 7.01%
4 Financials 5.86%
5 Communication Services 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
$163K 0.01%
+44
1227
$162K 0.01%
+10,658
1228
$161K 0.01%
+13,010
1229
$156K 0.01%
15,349
+1,014
1230
$155K 0.01%
16,195
-1,857
1231
$153K 0.01%
+10,898
1232
$153K 0.01%
+2,213
1233
$153K 0.01%
+15,000
1234
$152K 0.01%
26,650
1235
$152K 0.01%
12,069
+588
1236
$152K 0.01%
16,457
-1,627
1237
$152K 0.01%
+18,095
1238
$151K 0.01%
14,745
+2,045
1239
$151K 0.01%
+10,133
1240
$150K 0.01%
+19,825
1241
$150K 0.01%
+298
1242
$148K 0.01%
12,000
-7,200
1243
$148K 0.01%
+10,930
1244
$148K 0.01%
+15,000
1245
$148K 0.01%
+10,133
1246
$147K 0.01%
11,790
-604
1247
$147K 0.01%
+7
1248
$147K 0.01%
+15,000
1249
$146K 0.01%
10,975
-125
1250
$144K 0.01%
+14,825