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
651
$127 ﹤0.01%
+7,079
652
$127 ﹤0.01%
+253
653
$126 ﹤0.01%
+2,504
654
$126 ﹤0.01%
+1,783
655
$126 ﹤0.01%
15,000
-4,000
656
$126 ﹤0.01%
+1,232
657
$125 ﹤0.01%
+1,812
658
$125 ﹤0.01%
+1,520
659
$125 ﹤0.01%
+7,150
660
$125 ﹤0.01%
+3,949
661
$124 ﹤0.01%
+1,979
662
$124 ﹤0.01%
+754
663
$124 ﹤0.01%
+7,823
664
$124 ﹤0.01%
+723
665
$124 ﹤0.01%
4,000
-100
666
$123 ﹤0.01%
2,405
-745
667
$122 ﹤0.01%
+5,118
668
$122 ﹤0.01%
+1,700
669
$122 ﹤0.01%
+1,153
670
$122 ﹤0.01%
+1,965
671
$121 ﹤0.01%
+2,129
672
$121 ﹤0.01%
+2,007
673
$121 ﹤0.01%
+5,472
674
$120 ﹤0.01%
3,595
675
$120 ﹤0.01%
+688
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