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
1026
$52 ﹤0.01%
+1,200
1027
$52 ﹤0.01%
+500
1028
$52 ﹤0.01%
+425
1029
$52 ﹤0.01%
+1,170
1030
$52 ﹤0.01%
+1,900
1031
$51 ﹤0.01%
+1,000
1032
$51 ﹤0.01%
+1,475
1033
$51 ﹤0.01%
+4,500
1034
$51 ﹤0.01%
5,316
-7,157
1035
$51 ﹤0.01%
+1,451
1036
$51 ﹤0.01%
+6,835
1037
$51 ﹤0.01%
+3,574
1038
$51 ﹤0.01%
+1,250
1039
$51 ﹤0.01%
+1,239
1040
$51 ﹤0.01%
+4,000
1041
$51 ﹤0.01%
+1,396
1042
$50 ﹤0.01%
+2,100
1043
$50 ﹤0.01%
+3,006
1044
$50 ﹤0.01%
+1,780
1045
$50 ﹤0.01%
+706
1046
$50 ﹤0.01%
+952
1047
$49 ﹤0.01%
+309
1048
$49 ﹤0.01%
+136
1049
$49 ﹤0.01%
+1,066
1050
$49 ﹤0.01%
+6,750
40 41
42
43 44