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
1001
$54 ﹤0.01%
+1,187
1002
$54 ﹤0.01%
+1,586
1003
$54 ﹤0.01%
+4,835
1004
$54 ﹤0.01%
+1,662
1005
$54 ﹤0.01%
+3,350
1006
$53 ﹤0.01%
+485
1007
$53 ﹤0.01%
+1,877
1008
$53 ﹤0.01%
+412
1009
$53 ﹤0.01%
+1,307
1010
$53 ﹤0.01%
+564
1011
$53 ﹤0.01%
+10,163
1012
$53 ﹤0.01%
+439
1013
$53 ﹤0.01%
+686
1014
$53 ﹤0.01%
+2,271
1015
$53 ﹤0.01%
+37
1016
$53 ﹤0.01%
+482
1017
$52 ﹤0.01%
+1,277
1018
$52 ﹤0.01%
+10,055
1019
$52 ﹤0.01%
+1,192
1020
$52 ﹤0.01%
+833
1021
$52 ﹤0.01%
+667
1022
$52 ﹤0.01%
+850
1023
$52 ﹤0.01%
+3,486
1024
$52 ﹤0.01%
+466
1025
$52 ﹤0.01%
+3,680
39 40
41
42 43