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
1376
$25 ﹤0.01%
+1,250
1377
$25 ﹤0.01%
+455
1378
$25 ﹤0.01%
+552
1379
$25 ﹤0.01%
+190
1380
$25 ﹤0.01%
+719
1381
$25 ﹤0.01%
+482
1382
$25 ﹤0.01%
+1,500
1383
$25 ﹤0.01%
+440
1384
$25 ﹤0.01%
+670
1385
$24 ﹤0.01%
+860
1386
$24 ﹤0.01%
+511
1387
$24 ﹤0.01%
+1,794
1388
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+1,500
1389
$24 ﹤0.01%
+1,506
1390
$24 ﹤0.01%
+4,474
1391
$24 ﹤0.01%
+35
1392
$24 ﹤0.01%
+38
1393
$24 ﹤0.01%
+900
1394
$24 ﹤0.01%
+2,362
1395
$24 ﹤0.01%
+621
1396
$24 ﹤0.01%
+150
1397
$24 ﹤0.01%
+1,000
1398
$24 ﹤0.01%
+710
1399
$24 ﹤0.01%
+3,094
1400
$24 ﹤0.01%
+103
54 55
56
57 58