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
726
$104 ﹤0.01%
+1,883
727
$104 ﹤0.01%
+3,741
728
$104 ﹤0.01%
+1,625
729
$103 ﹤0.01%
+4,950
730
$102 ﹤0.01%
+8,391
731
$102 ﹤0.01%
+22,320
732
$102 ﹤0.01%
+2,796
733
$102 ﹤0.01%
+3,980
734
$102 ﹤0.01%
+3,900
735
$101 ﹤0.01%
+4,995
736
$101 ﹤0.01%
850
+125
737
$101 ﹤0.01%
13,377
-15
738
$101 ﹤0.01%
+6,850
739
$101 ﹤0.01%
+7,176
740
$101 ﹤0.01%
+801
741
$100 ﹤0.01%
+4,800
742
$100 ﹤0.01%
+868
743
$100 ﹤0.01%
+2,299
744
$99 ﹤0.01%
+11,046
745
$99 ﹤0.01%
15,330
-5,000
746
$98 ﹤0.01%
+2,285
747
$98 ﹤0.01%
+694
748
$98 ﹤0.01%
+3,008
749
$98 ﹤0.01%
+1,875
750
$98 ﹤0.01%
4,072
-3,542
28 29
30
31 32