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 7.29%
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
851
$75 ﹤0.01%
+1,309
852
$75 ﹤0.01%
+1,220
853
$75 ﹤0.01%
+4,500
854
$75 ﹤0.01%
+928
855
$75 ﹤0.01%
+9,400
856
$74 ﹤0.01%
+2,980
857
$74 ﹤0.01%
+4,199
858
$74 ﹤0.01%
6,671
-37,082
859
$74 ﹤0.01%
+4,219
860
$74 ﹤0.01%
+2,733
861
$74 ﹤0.01%
4,184
-460
862
$74 ﹤0.01%
+1,376
863
$74 ﹤0.01%
+1,402
864
$73 ﹤0.01%
+3,606
865
$73 ﹤0.01%
6,494
-4,544
866
$73 ﹤0.01%
+1,185
867
$73 ﹤0.01%
+1,001
868
$73 ﹤0.01%
+5,000
869
$73 ﹤0.01%
+2,371
870
$73 ﹤0.01%
+3,413
871
$73 ﹤0.01%
+3,120
872
$72 ﹤0.01%
+1,025
873
$72 ﹤0.01%
+826
874
$72 ﹤0.01%
+1,470
875
$72 ﹤0.01%
+2,801
33 34
35
36 37