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
26
$17.4K 0.37%
96,410
+45,330
27
$16.4K 0.35%
63,965
+30,709
28
$15.2K 0.33%
32,227
+20,665
29
$15.2K 0.32%
25,270
+12,435
30
$14.8K 0.32%
87,071
+61,336
31
$14.4K 0.31%
15,384
-13,586
32
$14.4K 0.31%
17,916
+11,905
33
$14.3K 0.31%
64,114
+41,554
34
$13.8K 0.3%
24,267
+11,948
35
$13.8K 0.29%
53,558
+41,643
36
$13.7K 0.29%
33,574
+13,846
37
$13.6K 0.29%
233,931
+103,459
38
$13.4K 0.29%
+72,700
39
$13.2K 0.28%
31,758
+16,559
40
$12.9K 0.28%
37,398
+27,660
41
$12.8K 0.27%
34,524
+11,585
42
$12.8K 0.27%
44,627
+20,605
43
$12.7K 0.27%
28,344
+13,141
44
$12.6K 0.27%
41,473
+25,539
45
$12.5K 0.27%
1,474,005
+674,882
46
$12.3K 0.26%
13,756
+5,656
47
$11.8K 0.25%
43,964
+17,751
48
$11.5K 0.24%
15,737
+8,692
49
$11.4K 0.24%
13,600
+888
50
$10.9K 0.23%
197,122
+78,354
1
2
3 4 5