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
676
$120 ﹤0.01%
+809
677
$120 ﹤0.01%
+4,115
678
$120 ﹤0.01%
+2,200
679
$119 ﹤0.01%
+2,222
680
$119 ﹤0.01%
+1,308
681
$119 ﹤0.01%
+5,000
682
$118 ﹤0.01%
+2,204
683
$118 ﹤0.01%
+2,522
684
$118 ﹤0.01%
7,427
-3,323
685
$118 ﹤0.01%
+758
686
$117 ﹤0.01%
9,139
-995
687
$117 ﹤0.01%
+1,322
688
$117 ﹤0.01%
+1,986
689
$117 ﹤0.01%
+14,136
690
$117 ﹤0.01%
+8,090
691
$117 ﹤0.01%
1,005
692
$117 ﹤0.01%
+5,000
693
$116 ﹤0.01%
+4,473
694
$116 ﹤0.01%
+1,530
695
$114 ﹤0.01%
+763
696
$113 ﹤0.01%
+7,090
697
$113 ﹤0.01%
1,125
+725
698
$113 ﹤0.01%
+32,280
699
$113 ﹤0.01%
+2,112
700
$113 ﹤0.01%
+2,646
26 27
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