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
251
$2.83K 0.06%
7,994
+2,657
252
$2.82K 0.06%
31,024
+15,284
253
$2.82K 0.06%
8,122
+6,119
254
$2.81K 0.06%
6,857
+3,397
255
$2.81K 0.06%
+3,430
256
$2.79K 0.06%
6,779
+2,180
257
$2.79K 0.06%
40,860
+14,442
258
$2.76K 0.06%
9,680
+2,470
259
$2.76K 0.06%
8,004
+4,120
260
$2.74K 0.06%
30,683
-33,936
261
$2.72K 0.06%
20,995
+11,250
262
$2.72K 0.06%
+11,539
263
$2.71K 0.06%
+4,192
264
$2.71K 0.06%
+10,526
265
$2.7K 0.06%
25,602
+13,183
266
$2.68K 0.06%
+5,217
267
$2.68K 0.06%
10,300
+4,650
268
$2.68K 0.06%
81
+3
269
$2.66K 0.06%
2,957
+2,194
270
$2.65K 0.06%
32,016
+7,740
271
$2.65K 0.06%
19,278
-3,247
272
$2.65K 0.06%
7,362
+3,193
273
$2.64K 0.06%
3,271
+1,612
274
$2.61K 0.06%
4,479
+2,335
275
$2.6K 0.06%
9,150
+4,649
9 10
11
12 13