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
1126
$42 ﹤0.01%
+1,072
1127
$42 ﹤0.01%
+609
1128
$42 ﹤0.01%
+1,003
1129
$42 ﹤0.01%
+984
1130
$42 ﹤0.01%
+5,100
1131
$42 ﹤0.01%
+1,901
1132
$41 ﹤0.01%
+322
1133
$41 ﹤0.01%
+608
1134
$41 ﹤0.01%
+1,888
1135
$41 ﹤0.01%
+600
1136
$41 ﹤0.01%
+432
1137
$41 ﹤0.01%
+469
1138
$41 ﹤0.01%
+965
1139
$40 ﹤0.01%
+498
1140
$40 ﹤0.01%
+242
1141
$40 ﹤0.01%
+1,799
1142
$40 ﹤0.01%
+477
1143
$40 ﹤0.01%
+990
1144
$40 ﹤0.01%
+547
1145
$40 ﹤0.01%
+4,032
1146
$40 ﹤0.01%
+626
1147
$40 ﹤0.01%
+4,074
1148
$40 ﹤0.01%
+3,000
1149
$40 ﹤0.01%
+1,750
1150
$40 ﹤0.01%
+4,453
44 45
46
47 48