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
1151
$40 ﹤0.01%
+563
1152
$40 ﹤0.01%
+3,335
1153
$40 ﹤0.01%
+1,579
1154
$40 ﹤0.01%
+1,100
1155
$40 ﹤0.01%
+825
1156
$39 ﹤0.01%
+260
1157
$39 ﹤0.01%
+7,920
1158
$39 ﹤0.01%
+2,439
1159
$39 ﹤0.01%
+700
1160
$39 ﹤0.01%
+5,214
1161
$39 ﹤0.01%
+636
1162
$39 ﹤0.01%
+918
1163
$39 ﹤0.01%
+1,694
1164
$39 ﹤0.01%
+1,169
1165
$39 ﹤0.01%
+525
1166
$39 ﹤0.01%
+1,832
1167
$39 ﹤0.01%
+5,320
1168
$39 ﹤0.01%
+9,625
1169
$39 ﹤0.01%
+784
1170
$39 ﹤0.01%
+840
1171
$39 ﹤0.01%
+1,072
1172
$39 ﹤0.01%
+1,525
1173
$39 ﹤0.01%
+1,495
1174
$39 ﹤0.01%
+1,496
1175
$38 ﹤0.01%
+505
45 46
47
48 49