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

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
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$4.91M

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
1301
$92K ﹤0.01%
+11,000
1302
– –
0
1303
$87K ﹤0.01%
10,038
-165
1304
$87K ﹤0.01%
+362
1305
$86K ﹤0.01%
+73,000
1306
$85K ﹤0.01%
+51,400
1307
$85K ﹤0.01%
366
+19
1308
$84K ﹤0.01%
+10,530
1309
$83K ﹤0.01%
+152
1310
$82K ﹤0.01%
16,541
+794
1311
$81K ﹤0.01%
+11,420
1312
$78K ﹤0.01%
1
1313
$70K ﹤0.01%
10,329
-88
1314
$70K ﹤0.01%
+22,000
1315
$69K ﹤0.01%
2,625
-350
1316
$67K ﹤0.01%
+2,955
1317
$66K ﹤0.01%
+19,600
1318
$63K ﹤0.01%
+47
1319
$60K ﹤0.01%
10,671
-6,183
1320
$56K ﹤0.01%
72
+1
1321
$55K ﹤0.01%
+26,400
1322
$54K ﹤0.01%
+16,700
1323
$54K ﹤0.01%
+44,000
1324
$53K ﹤0.01%
+90,000
1325
$52K ﹤0.01%
+7
51 52
53
54 55