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
376
$811 0.02%
31,720
+4,160
377
$810 0.02%
20,159
+7,620
378
$803 0.02%
146,000
+76,000
379
$796 0.02%
6,827
-139
380
– –
0
381
$779 0.02%
24,670
-1,650
382
$729 0.02%
42,230
+28,910
383
$721 0.02%
9,013
+1,502
384
$687 0.01%
11,601
+5,657
385
$684 0.01%
15,909
+2,799
386
$667 0.01%
112
+47
387
$665 0.01%
3,113
+573
388
$665 0.01%
3,606
+1,598
389
$660 0.01%
13,977
+879
390
$628 0.01%
7,848
+1,445
391
$623 0.01%
15,862
+2,060
392
$598 0.01%
8,841
+2,276
393
$598 0.01%
7,362
-1,377
394
$593 0.01%
21,476
+10,738
395
$566 0.01%
10,618
-450
396
$556 0.01%
26,600
+5,650
397
$546 0.01%
18,940
+1,005
398
$539 0.01%
9,990
+550
399
$531 0.01%
13,296
+2,980
400
$528 0.01%
10,987
+1,615
14 15
16
17 18