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
476
$290 0.01%
+8,807
477
$287 0.01%
+7,343
478
$286 0.01%
3,780
-250
479
$285 0.01%
+3,095
480
$280 0.01%
6,774
-326
481
$276 0.01%
+4,474
482
$275 0.01%
+9,060
483
$273 0.01%
+29,000
484
$273 0.01%
2,179
+17
485
$272 0.01%
8,472
+36
486
$272 0.01%
10,548
-139
487
$271 0.01%
7,008
+1,054
488
$270 0.01%
+18
489
$269 0.01%
62,848
490
$266 0.01%
5,945
+1,200
491
$265 0.01%
4,272
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492
$265 0.01%
3,945
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493
$264 0.01%
7,829
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494
$261 0.01%
2,979
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495
$261 0.01%
2,556
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496
$258 0.01%
+5,399
497
$256 0.01%
1,442
+202
498
$251 0.01%
9,630
499
$247 0.01%
1,965
-25
500
$245 0.01%
549
+151
18 19
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