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
1201
$36 ﹤0.01%
+1,808
1202
$36 ﹤0.01%
+1,574
1203
$36 ﹤0.01%
+250
1204
$36 ﹤0.01%
+908
1205
$36 ﹤0.01%
+1,894
1206
$36 ﹤0.01%
+230
1207
$36 ﹤0.01%
+1,778
1208
$36 ﹤0.01%
+2,305
1209
$35 ﹤0.01%
+2,639
1210
$35 ﹤0.01%
+2,010
1211
$35 ﹤0.01%
+2,350
1212
$35 ﹤0.01%
+2,056
1213
$35 ﹤0.01%
+4,512
1214
$35 ﹤0.01%
+966
1215
$35 ﹤0.01%
+686
1216
$35 ﹤0.01%
+3,901
1217
$34 ﹤0.01%
+1,327
1218
$34 ﹤0.01%
+3,453
1219
$34 ﹤0.01%
+800
1220
$34 ﹤0.01%
+300
1221
$34 ﹤0.01%
+1,320
1222
$34 ﹤0.01%
+460
1223
$34 ﹤0.01%
+2,550
1224
$34 ﹤0.01%
+1,500
1225
$34 ﹤0.01%
+600
47 48
49
50 51