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
1326
$28 ﹤0.01%
+1,161
1327
$28 ﹤0.01%
+1,169
1328
$28 ﹤0.01%
+3,000
1329
$28 ﹤0.01%
+505
1330
$28 ﹤0.01%
+555
1331
$28 ﹤0.01%
+118
1332
$28 ﹤0.01%
+3,073
1333
$28 ﹤0.01%
+1,000
1334
$28 ﹤0.01%
+658
1335
$28 ﹤0.01%
+1,337
1336
$28 ﹤0.01%
+4,000
1337
$28 ﹤0.01%
+582
1338
$28 ﹤0.01%
+1,328
1339
$27 ﹤0.01%
+3,800
1340
$27 ﹤0.01%
+345
1341
$27 ﹤0.01%
+160
1342
$27 ﹤0.01%
+2,600
1343
$27 ﹤0.01%
+427
1344
$27 ﹤0.01%
+600
1345
$27 ﹤0.01%
+3,287
1346
$27 ﹤0.01%
+273
1347
$27 ﹤0.01%
+53,360
1348
$27 ﹤0.01%
+1,030
1349
$27 ﹤0.01%
+1,200
1350
$27 ﹤0.01%
+800
52 53
54
55 56