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
776
$91 ﹤0.01%
+1,829
777
$91 ﹤0.01%
+5,760
778
$91 ﹤0.01%
+4,515
779
$90 ﹤0.01%
974
-43
780
$90 ﹤0.01%
+6,899
781
$89 ﹤0.01%
+2,515
782
$89 ﹤0.01%
+7,828
783
$89 ﹤0.01%
+1,075
784
$89 ﹤0.01%
+2,794
785
$89 ﹤0.01%
+2,338
786
$89 ﹤0.01%
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787
$89 ﹤0.01%
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788
$88 ﹤0.01%
+1,250
789
$88 ﹤0.01%
+4,199
790
$88 ﹤0.01%
+1,390
791
$88 ﹤0.01%
+2,442
792
$88 ﹤0.01%
63,920
+28,400
793
$87 ﹤0.01%
+1,600
794
$87 ﹤0.01%
10,000
795
$86 ﹤0.01%
+2,401
796
$86 ﹤0.01%
+2,860
797
$86 ﹤0.01%
18,575
798
$85 ﹤0.01%
+4,264
799
$85 ﹤0.01%
+3,550
800
$85 ﹤0.01%
+579
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