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
951
$61 ﹤0.01%
+1,919
952
$61 ﹤0.01%
+1,773
953
$61 ﹤0.01%
+3,654
954
$60 ﹤0.01%
+3,000
955
$60 ﹤0.01%
+1,227
956
$60 ﹤0.01%
+1,500
957
$60 ﹤0.01%
+1,340
958
$60 ﹤0.01%
+2,400
959
$60 ﹤0.01%
+2,737
960
$59 ﹤0.01%
+1,018
961
$59 ﹤0.01%
+3,597
962
$59 ﹤0.01%
+856
963
$59 ﹤0.01%
+2,339
964
$59 ﹤0.01%
+1,611
965
$59 ﹤0.01%
+6,048
966
$59 ﹤0.01%
+1,555
967
$59 ﹤0.01%
+3,202
968
$58 ﹤0.01%
+1,358
969
$58 ﹤0.01%
+2,048
970
$58 ﹤0.01%
+484
971
$58 ﹤0.01%
+492
972
$58 ﹤0.01%
+332
973
$57 ﹤0.01%
+2,400
974
$57 ﹤0.01%
+1,452
975
$57 ﹤0.01%
+400
37 38
39
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