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
701
$113 ﹤0.01%
+1,669
702
$112 ﹤0.01%
+979
703
$112 ﹤0.01%
+1,267
704
$112 ﹤0.01%
+5,882
705
$111 ﹤0.01%
+9,404
706
$110 ﹤0.01%
+5,500
707
$110 ﹤0.01%
341
+23
708
$110 ﹤0.01%
+1,000
709
$110 ﹤0.01%
+857
710
$109 ﹤0.01%
+3,450
711
$109 ﹤0.01%
+3,500
712
$109 ﹤0.01%
+3,736
713
$109 ﹤0.01%
602
-983
714
$109 ﹤0.01%
942
-142
715
$108 ﹤0.01%
+6,522
716
$108 ﹤0.01%
+4,205
717
$108 ﹤0.01%
+2,350
718
$107 ﹤0.01%
+2,145
719
$107 ﹤0.01%
+8,163
720
$106 ﹤0.01%
+913
721
$105 ﹤0.01%
+6,820
722
$105 ﹤0.01%
+3,130
723
$104 ﹤0.01%
+2,456
724
$104 ﹤0.01%
+2,267
725
$104 ﹤0.01%
+1,308
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