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
1251
$143K 0.01%
+25,605
1252
$140K 0.01%
+11,182
1253
$140K 0.01%
27,854
-304
1254
$140K 0.01%
4,790
+6
1255
$139K ﹤0.01%
+4,855
1256
$138K ﹤0.01%
60,000
+3,990
1257
$138K ﹤0.01%
18,000
-30,600
1258
$137K ﹤0.01%
18,749
+4,854
1259
$136K ﹤0.01%
+11,642
1260
$135K ﹤0.01%
760
-303
1261
$132K ﹤0.01%
19,767
+4,849
1262
$131K ﹤0.01%
18,500
-3,300
1263
$131K ﹤0.01%
10,124
+87
1264
$131K ﹤0.01%
23,284
+140
1265
$129K ﹤0.01%
10,287
+9
1266
$129K ﹤0.01%
16,109
-23
1267
$129K ﹤0.01%
+11,370
1268
$128K ﹤0.01%
3,374
-307
1269
$123K ﹤0.01%
14,336
+405
1270
$122K ﹤0.01%
27,966
-660
1271
$122K ﹤0.01%
+11,650
1272
$121K ﹤0.01%
10,727
+606
1273
$120K ﹤0.01%
+13,600
1274
$120K ﹤0.01%
+12,000
1275
$119K ﹤0.01%
+14,093