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
1276
$31 ﹤0.01%
+1,000
1277
$31 ﹤0.01%
+405
1278
$31 ﹤0.01%
+3,300
1279
– –
0
1280
$30 ﹤0.01%
+860
1281
$30 ﹤0.01%
+317
1282
$30 ﹤0.01%
+1,333
1283
$30 ﹤0.01%
+545
1284
$30 ﹤0.01%
+1,700
1285
$30 ﹤0.01%
+571
1286
$30 ﹤0.01%
+803
1287
$30 ﹤0.01%
+810
1288
$30 ﹤0.01%
+17
1289
$30 ﹤0.01%
+1,600
1290
$30 ﹤0.01%
+800
1291
$30 ﹤0.01%
+360
1292
$30 ﹤0.01%
+750
1293
$30 ﹤0.01%
+4,500
1294
$30 ﹤0.01%
+1,134
1295
$30 ﹤0.01%
+2,300
1296
$30 ﹤0.01%
+1,185
1297
$29 ﹤0.01%
+636
1298
$29 ﹤0.01%
+484
1299
$29 ﹤0.01%
+414
1300
$29 ﹤0.01%
+1,700
50 51
52
53 54