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
751
$97 ﹤0.01%
+6,075
752
$97 ﹤0.01%
+1,377
753
$97 ﹤0.01%
+2,250
754
$97 ﹤0.01%
+5,314
755
$97 ﹤0.01%
+2,040
756
$96 ﹤0.01%
+1,033
757
$96 ﹤0.01%
+2,448
758
$96 ﹤0.01%
+1,850
759
$95 ﹤0.01%
+6,102
760
$95 ﹤0.01%
+7,008
761
$95 ﹤0.01%
+1,127
762
$95 ﹤0.01%
+1,158
763
$94 ﹤0.01%
+1,549
764
$94 ﹤0.01%
+8,000
765
$94 ﹤0.01%
+5,920
766
$94 ﹤0.01%
+3,155
767
$93 ﹤0.01%
+1,065
768
$93 ﹤0.01%
+1,698
769
$92 ﹤0.01%
+129
770
$92 ﹤0.01%
+2,625
771
$92 ﹤0.01%
4,178
-6,322
772
$92 ﹤0.01%
+3,247
773
$92 ﹤0.01%
+3,037
774
$92 ﹤0.01%
+863
775
$91 ﹤0.01%
+1,524
29 30
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32 33