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
926
$65 ﹤0.01%
+6,493
927
$65 ﹤0.01%
+350
928
$65 ﹤0.01%
+2,885
929
$65 ﹤0.01%
+1,065
930
$65 ﹤0.01%
+1,745
931
$64 ﹤0.01%
+1,310
932
$64 ﹤0.01%
+3,067
933
$64 ﹤0.01%
+3,307
934
$63 ﹤0.01%
+1,049
935
$63 ﹤0.01%
+1,500
936
$63 ﹤0.01%
+604
937
$63 ﹤0.01%
+2,373
938
$62 ﹤0.01%
+1,457
939
$62 ﹤0.01%
+929
940
$62 ﹤0.01%
+584
941
$62 ﹤0.01%
+4,845
942
$62 ﹤0.01%
+3,185
943
$62 ﹤0.01%
+5,250
944
$62 ﹤0.01%
+818
945
$62 ﹤0.01%
+710
946
$62 ﹤0.01%
+825
947
$62 ﹤0.01%
+1,500
948
$61 ﹤0.01%
+1,032
949
$61 ﹤0.01%
+662
950
$61 ﹤0.01%
+3,100
36 37
38
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