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
976
$57 ﹤0.01%
+692
977
$57 ﹤0.01%
+5,000
978
$57 ﹤0.01%
+1,397
979
$57 ﹤0.01%
+852
980
$57 ﹤0.01%
+4,330
981
$56 ﹤0.01%
+2,302
982
$56 ﹤0.01%
+1,438
983
$56 ﹤0.01%
+1,057
984
$56 ﹤0.01%
+2,500
985
$56 ﹤0.01%
+1,997
986
$56 ﹤0.01%
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987
$56 ﹤0.01%
+1,123
988
$56 ﹤0.01%
+642
989
$56 ﹤0.01%
+1,340
990
$56 ﹤0.01%
2,762
-75
991
$56 ﹤0.01%
+1,807
992
$56 ﹤0.01%
20,000
-20,000
993
$56 ﹤0.01%
+6,452
994
$55 ﹤0.01%
+1,487
995
$55 ﹤0.01%
+1,287
996
$55 ﹤0.01%
+232
997
$55 ﹤0.01%
+614
998
$55 ﹤0.01%
1,650
999
$55 ﹤0.01%
+12,985
1000
$55 ﹤0.01%
30,768
+626
38 39
40
41 42