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
901
$69 ﹤0.01%
+6,152
902
$68 ﹤0.01%
+4,820
903
$68 ﹤0.01%
+1,016
904
$68 ﹤0.01%
+2,681
905
$68 ﹤0.01%
+6,750
906
$67 ﹤0.01%
+8,842
907
$67 ﹤0.01%
+902
908
$67 ﹤0.01%
+2,825
909
$67 ﹤0.01%
+613
910
$67 ﹤0.01%
+2,202
911
$67 ﹤0.01%
+3,047
912
$67 ﹤0.01%
+589
913
$66 ﹤0.01%
+5,995
914
$66 ﹤0.01%
+1,564
915
$66 ﹤0.01%
+3,696
916
$66 ﹤0.01%
+591
917
$66 ﹤0.01%
+4,503
918
$66 ﹤0.01%
+6,427
919
$66 ﹤0.01%
+4,510
920
$65 ﹤0.01%
+3,964
921
$65 ﹤0.01%
+2,625
922
$65 ﹤0.01%
+3,205
923
$65 ﹤0.01%
+1,752
924
$65 ﹤0.01%
+3,384
925
$65 ﹤0.01%
+1,144
35 36
37
38 39