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
501
$240 0.01%
5,164
-634
502
$239 0.01%
1,150
-69
503
$236 0.01%
+6,656
504
$235 0.01%
2,622
-447
505
$234 0.01%
2,444
506
$232 0.01%
4,468
-2,723
507
$231 ﹤0.01%
4,422
+160
508
$230 ﹤0.01%
+17,150
509
$230 ﹤0.01%
+5,448
510
$228 ﹤0.01%
2,732
-483
511
$227 ﹤0.01%
4,978
-850
512
$227 ﹤0.01%
+1,808
513
$223 ﹤0.01%
3,305
514
$222 ﹤0.01%
+3,791
515
$217 ﹤0.01%
+4,401
516
$216 ﹤0.01%
+4,068
517
$215 ﹤0.01%
18,792
+1,610
518
$212 ﹤0.01%
2,481
-215
519
$210 ﹤0.01%
6,029
-767
520
$205 ﹤0.01%
+5,142
521
$204 ﹤0.01%
+4,348
522
$204 ﹤0.01%
11,459
-221
523
$202 ﹤0.01%
2,907
-36
524
$202 ﹤0.01%
4,210
+675
525
$201 ﹤0.01%
7,465
-1
19 20
21
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