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
276
$2.56K 0.05%
+553,600
277
$2.56K 0.05%
+10,160
278
$2.55K 0.05%
4,900
+2,450
279
$2.54K 0.05%
24,430
+11,205
280
$2.54K 0.05%
10,034
+4,651
281
$2.54K 0.05%
16,498
+7,500
282
$2.5K 0.05%
13,443
+6,202
283
$2.5K 0.05%
+14,150
284
$2.49K 0.05%
47,232
+24,011
285
$2.49K 0.05%
12,118
+5,509
286
$2.48K 0.05%
+8,320
287
$2.47K 0.05%
+8,788
288
$2.46K 0.05%
+18,868
289
$2.46K 0.05%
+18,637
290
$2.45K 0.05%
+6,462
291
$2.44K 0.05%
+6,924
292
$2.44K 0.05%
4,873
+465
293
$2.43K 0.05%
+4,314
294
$2.42K 0.05%
22,400
+11,200
295
$2.39K 0.05%
15,370
+5,388
296
$2.37K 0.05%
9,543
+4,107
297
$2.37K 0.05%
+15,053
298
$2.36K 0.05%
22,558
+11,279
299
$2.36K 0.05%
8,359
+2,859
300
$2.36K 0.05%
7,465
+3,378
10 11
12
13 14