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
801
$85 ﹤0.01%
+3,007
802
$85 ﹤0.01%
+1,493
803
$84 ﹤0.01%
+1,270
804
$84 ﹤0.01%
+2,300
805
$84 ﹤0.01%
+5,770
806
$84 ﹤0.01%
+3,418
807
$84 ﹤0.01%
+2,400
808
$84 ﹤0.01%
+1,409
809
$83 ﹤0.01%
+2,265
810
$83 ﹤0.01%
+2,356
811
$83 ﹤0.01%
+2,364
812
$82 ﹤0.01%
7,162
-3,234
813
$82 ﹤0.01%
+1,970
814
$82 ﹤0.01%
2,350
+52
815
$81 ﹤0.01%
+1,620
816
$81 ﹤0.01%
+2,134
817
$81 ﹤0.01%
+1,929
818
$81 ﹤0.01%
11,313
+120
819
$81 ﹤0.01%
+7,725
820
$80 ﹤0.01%
+4,000
821
$80 ﹤0.01%
+1,904
822
$80 ﹤0.01%
+4,291
823
$80 ﹤0.01%
+1,469
824
$80 ﹤0.01%
+5,023
825
$80 ﹤0.01%
+2,850
31 32
33
34 35