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
$4.68M
AUM Growth
-$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,984
New
Increased
Reduced
Closed

Top Buys

1
+$44.7K
2
+$34K
3
+$28.9K
4
JNJ icon
Johnson & Johnson
JNJ
+$22.1K
5
MSFT icon
Microsoft
MSFT
+$18.2K

Top Sells

1
+$732K
2
+$505K
3
+$377K
4
NNJ
NUVEEN (NJ)PREM INCM MUNI FUND
NNJ
+$263K
5
EFR
Eaton Vance Senior Floating-Rate Fund
EFR
+$260K

Sector Composition

1 Technology 7.3%
2 Healthcare 6.35%
3 Financials 5.66%
4 Energy 4.51%
5 Communication Services 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$1 ﹤0.01%
+49
2502
$1 ﹤0.01%
+42
2503
$1 ﹤0.01%
+30
2504
$1 ﹤0.01%
+12
2505
$1 ﹤0.01%
+4
2506
$1 ﹤0.01%
+55
2507
$1 ﹤0.01%
+134
2508
$1 ﹤0.01%
+54
2509
$1 ﹤0.01%
+24
2510
$1 ﹤0.01%
+15
2511
$1 ﹤0.01%
+31
2512
$1 ﹤0.01%
+152
2513
$1 ﹤0.01%
+65
2514
$1 ﹤0.01%
+38
2515
$1 ﹤0.01%
+150
2516
$1 ﹤0.01%
+45
2517
$1 ﹤0.01%
+3
2518
$1 ﹤0.01%
+216
2519
$1 ﹤0.01%
+75
2520
$1 ﹤0.01%
+37
2521
$1 ﹤0.01%
+64
2522
$1 ﹤0.01%
+59
2523
$1 ﹤0.01%
+8
2524
$1 ﹤0.01%
+15
2525
$1 ﹤0.01%
+62
99 100
101
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