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
51
$10.8K 0.23%
10,947
+1,025
52
$10.3K 0.22%
32,394
+22,872
53
$10.3K 0.22%
12,504
+6,614
54
$10.2K 0.22%
38,480
+24,983
55
$10.2K 0.22%
41,660
+29,185
56
$10.2K 0.22%
20,663
+12,321
57
$10.1K 0.22%
389,682
+31,626
58
$10.1K 0.22%
11,975
+10,274
59
$10.1K 0.22%
22,873
+5,584
60
$10K 0.21%
51,126
+39,815
61
$10K 0.21%
69,720
+33,868
62
$9.9K 0.21%
83,982
+32,722
63
$9.87K 0.21%
14,904
+4,169
64
$9.59K 0.2%
48,706
+19,642
65
$9.51K 0.2%
12,841
+4,645
66
$9.45K 0.2%
16,322
+7,195
67
$9.3K 0.2%
21,268
68
$8.75K 0.19%
5,600
-524
69
$8.68K 0.19%
10,529
+938
70
$8.62K 0.18%
12,072
+5,189
71
$8.57K 0.18%
27,073
+17,121
72
$8.53K 0.18%
170,678
+86,228
73
$8.53K 0.18%
114,258
+56,067
74
$8.49K 0.18%
28,843
+8,716
75
$8.46K 0.18%
+15,151
1 2
3
4 5