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
326
$1.81K 0.04%
30,791
+426
327
$1.81K 0.04%
44,780
-7,898
328
$1.78K 0.04%
22,367
+10,519
329
$1.76K 0.04%
21,000
+10,750
330
$1.58K 0.03%
+59,640
331
$1.57K 0.03%
34,332
+17,541
332
$1.57K 0.03%
+48,727
333
$1.56K 0.03%
1,973
+998
334
$1.55K 0.03%
18,292
-274
335
$1.55K 0.03%
7,480
-871
336
$1.52K 0.03%
+36,391
337
$1.48K 0.03%
5,179
+3,318
338
$1.47K 0.03%
27,842
+1,580
339
$1.45K 0.03%
73,114
+36,567
340
$1.44K 0.03%
2,511
+459
341
$1.42K 0.03%
+13,422
342
$1.39K 0.03%
25,159
-16,161
343
$1.38K 0.03%
+15,264
344
$1.32K 0.03%
78,400
+11,725
345
$1.27K 0.03%
33,770
+3,780
346
$1.27K 0.03%
51,980
+41,023
347
$1.25K 0.03%
28,091
+14,161
348
$1.24K 0.03%
28,200
+14,100
349
$1.24K 0.03%
+36,714
350
$1.24K 0.03%
4,906
+2,148
12 13
14
15 16