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
1051
$49 ﹤0.01%
+815
1052
$49 ﹤0.01%
+1,313
1053
$49 ﹤0.01%
+3,800
1054
$49 ﹤0.01%
+1,060
1055
$49 ﹤0.01%
+856
1056
$49 ﹤0.01%
+986
1057
$49 ﹤0.01%
+205
1058
$49 ﹤0.01%
+450
1059
$49 ﹤0.01%
+1,000
1060
$49 ﹤0.01%
+1,023
1061
$49 ﹤0.01%
+1,825
1062
$48 ﹤0.01%
+716
1063
$48 ﹤0.01%
+2,206
1064
$48 ﹤0.01%
+2,169
1065
$48 ﹤0.01%
+1,261
1066
$48 ﹤0.01%
+1,106
1067
$48 ﹤0.01%
+3,035
1068
$48 ﹤0.01%
+850
1069
$48 ﹤0.01%
+1,012
1070
$47 ﹤0.01%
+502
1071
$47 ﹤0.01%
+858
1072
$47 ﹤0.01%
+5,080
1073
$47 ﹤0.01%
+1,438
1074
$47 ﹤0.01%
+729
1075
$47 ﹤0.01%
+846
41 42
43
44 45