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
876
$72 ﹤0.01%
+850
877
$72 ﹤0.01%
+1,420
878
$72 ﹤0.01%
+9,200
879
$72 ﹤0.01%
+2,027
880
$72 ﹤0.01%
+4,592
881
$71 ﹤0.01%
+5,710
882
$71 ﹤0.01%
+2,394
883
$71 ﹤0.01%
+1,937
884
$71 ﹤0.01%
+1,568
885
$71 ﹤0.01%
+4,800
886
$71 ﹤0.01%
+32
887
$71 ﹤0.01%
+2,308
888
$71 ﹤0.01%
+1,827
889
$71 ﹤0.01%
+5,700
890
$70 ﹤0.01%
+1,023
891
$70 ﹤0.01%
+3,410
892
$70 ﹤0.01%
+692
893
$69 ﹤0.01%
+1,177
894
$69 ﹤0.01%
+1,200
895
$69 ﹤0.01%
+3,115
896
$69 ﹤0.01%
+54
897
$69 ﹤0.01%
+810
898
$69 ﹤0.01%
+899
899
$69 ﹤0.01%
+4,850
900
$69 ﹤0.01%
+3,844
34 35
36
37 38