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
826
$79 ﹤0.01%
+1,566
827
$79 ﹤0.01%
+2,127
828
$79 ﹤0.01%
+1,475
829
$79 ﹤0.01%
+9,605
830
$79 ﹤0.01%
+833
831
$78 ﹤0.01%
+1,160
832
$78 ﹤0.01%
+1,022
833
$78 ﹤0.01%
+2,116
834
$78 ﹤0.01%
+2,854
835
$78 ﹤0.01%
+2,931
836
$78 ﹤0.01%
+2,950
837
$78 ﹤0.01%
+1,930
838
$77 ﹤0.01%
+4,395
839
$77 ﹤0.01%
+4,501
840
$77 ﹤0.01%
+1,331
841
$77 ﹤0.01%
+2,090
842
$77 ﹤0.01%
+1,365
843
$77 ﹤0.01%
+2,665
844
$76 ﹤0.01%
+1,418
845
$76 ﹤0.01%
+1,138
846
$76 ﹤0.01%
+3,662
847
$76 ﹤0.01%
+1,501
848
$76 ﹤0.01%
+2,750
849
$76 ﹤0.01%
+4,633
850
$75 ﹤0.01%
+3,628
32 33
34
35 36