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
76
$8.37K 0.18%
15,292
+8,591
77
$8.22K 0.18%
22,463
+10,595
78
$8.14K 0.17%
21,241
+2,642
79
$8.13K 0.17%
12,257
+4,037
80
$8.13K 0.17%
22,652
+12,177
81
$8.03K 0.17%
41,904
+20,348
82
$8.02K 0.17%
+704
83
$7.98K 0.17%
33,970
+18,572
84
$7.96K 0.17%
26,880
+8,976
85
$7.87K 0.17%
15,100
+9,276
86
$7.77K 0.17%
93,747
+39,859
87
$7.59K 0.16%
11,231
-1,813
88
$7.58K 0.16%
81,120
+40,440
89
$7.48K 0.16%
11,952
+5,442
90
$7.47K 0.16%
+159,176
91
$7.46K 0.16%
+11,194
92
$7.45K 0.16%
+10,834
93
$7.45K 0.16%
27,677
+410
94
$7.4K 0.16%
161,337
+58,589
95
$7.29K 0.16%
33,715
+21,975
96
$7.21K 0.15%
11,687
+4,278
97
$7.16K 0.15%
13,148
+6,904
98
$7.1K 0.15%
+10,074
99
$7.05K 0.15%
44,534
-4,837
100
$6.85K 0.15%
21,174
+4,002
2 3
4
5 6