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
1351
$27 ﹤0.01%
+1,741
1352
$27 ﹤0.01%
+2,200
1353
$27 ﹤0.01%
+775
1354
$26 ﹤0.01%
+2,300
1355
$26 ﹤0.01%
+1,525
1356
$26 ﹤0.01%
+1,222
1357
$26 ﹤0.01%
+463
1358
$26 ﹤0.01%
+686
1359
$26 ﹤0.01%
+354
1360
$26 ﹤0.01%
+2,304
1361
$26 ﹤0.01%
+1,300
1362
$26 ﹤0.01%
+260
1363
$26 ﹤0.01%
+1,000
1364
$26 ﹤0.01%
14,100
-14,700
1365
$26 ﹤0.01%
+1,850
1366
$26 ﹤0.01%
+250
1367
$26 ﹤0.01%
+1,108
1368
$25 ﹤0.01%
+497
1369
$25 ﹤0.01%
+500
1370
$25 ﹤0.01%
+500
1371
$25 ﹤0.01%
+134
1372
$25 ﹤0.01%
8,807
-2,800
1373
$25 ﹤0.01%
+1,320
1374
$25 ﹤0.01%
+1,500
1375
$25 ﹤0.01%
+417
53 54
55
56 57