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
1226
$34 ﹤0.01%
+7,000
1227
$34 ﹤0.01%
+491
1228
$34 ﹤0.01%
+726
1229
$34 ﹤0.01%
611
-2,681
1230
$34 ﹤0.01%
+984
1231
$34 ﹤0.01%
+320
1232
$34 ﹤0.01%
+260
1233
$34 ﹤0.01%
+1,633
1234
$34 ﹤0.01%
+281
1235
$34 ﹤0.01%
38,950
-9,100
1236
$33 ﹤0.01%
+1,200
1237
$33 ﹤0.01%
+640
1238
$33 ﹤0.01%
+1,350
1239
$33 ﹤0.01%
+3,700
1240
$33 ﹤0.01%
+1,200
1241
$33 ﹤0.01%
+1,869
1242
$33 ﹤0.01%
+341
1243
$33 ﹤0.01%
+468
1244
$33 ﹤0.01%
+388
1245
$33 ﹤0.01%
+832
1246
$33 ﹤0.01%
+380
1247
$33 ﹤0.01%
255
-1,162
1248
$33 ﹤0.01%
+1,373
1249
$33 ﹤0.01%
+1,850
1250
$33 ﹤0.01%
+849
48 49
50
51 52