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
1076
$47 ﹤0.01%
+3,150
1077
$46 ﹤0.01%
+1,159
1078
$46 ﹤0.01%
+860
1079
$46 ﹤0.01%
+377
1080
$46 ﹤0.01%
+4,000
1081
$46 ﹤0.01%
+725
1082
$46 ﹤0.01%
+1,925
1083
$46 ﹤0.01%
+2,861
1084
$46 ﹤0.01%
+795
1085
$46 ﹤0.01%
+151
1086
$45 ﹤0.01%
+2,000
1087
$45 ﹤0.01%
+2,140
1088
$45 ﹤0.01%
+538
1089
$45 ﹤0.01%
+3,247
1090
$45 ﹤0.01%
+390
1091
$45 ﹤0.01%
+727
1092
$45 ﹤0.01%
+495
1093
$45 ﹤0.01%
+690
1094
$45 ﹤0.01%
+5,600
1095
$44 ﹤0.01%
+100
1096
$44 ﹤0.01%
+1,695
1097
$44 ﹤0.01%
+600
1098
$44 ﹤0.01%
+3,223
1099
$44 ﹤0.01%
+1,291
1100
$44 ﹤0.01%
+840
42 43
44
45 46