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
101
$6.82K 0.15%
20,810
+13,879
102
$6.75K 0.14%
15,587
+5,878
103
$6.72K 0.14%
14,120
+11,970
104
$6.72K 0.14%
245,880
+190,960
105
$6.58K 0.14%
+6,105
106
$6.54K 0.14%
35,795
+19,683
107
$6.54K 0.14%
14,079
+6,141
108
$6.51K 0.14%
+7,675
109
$6.48K 0.14%
14,702
+3,167
110
$6.47K 0.14%
9,600
+5,203
111
$6.39K 0.14%
3,378
+1,789
112
$6.39K 0.14%
21,184
+9,604
113
$6.37K 0.14%
18,390
+1,184
114
$6.36K 0.14%
13,430
+10,113
115
$6.35K 0.14%
+7,359
116
$6.3K 0.13%
24,380
-6,429
117
$6.3K 0.13%
+8,269
118
$6.29K 0.13%
25,543
+11,743
119
$6.27K 0.13%
21,876
+7,897
120
$6.27K 0.13%
10,893
+5,368
121
$6.23K 0.13%
48,245
+30,062
122
$6.21K 0.13%
13,825
+6,402
123
$6.14K 0.13%
+22,014
124
$5.97K 0.13%
+9,228
125
$5.91K 0.13%
35,502
+11,310
3 4
5
6 7