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
1401
$23 ﹤0.01%
+800
1402
$23 ﹤0.01%
+2,544
1403
$23 ﹤0.01%
+1,936
1404
$23 ﹤0.01%
+585
1405
$23 ﹤0.01%
+2,759
1406
$23 ﹤0.01%
+746
1407
$23 ﹤0.01%
+2,000
1408
$23 ﹤0.01%
+152
1409
$23 ﹤0.01%
+78
1410
$23 ﹤0.01%
+1,416
1411
$23 ﹤0.01%
+480
1412
$23 ﹤0.01%
+2,770
1413
$23 ﹤0.01%
+3,500
1414
$23 ﹤0.01%
+488
1415
$23 ﹤0.01%
+1,300
1416
$23 ﹤0.01%
+309
1417
$22 ﹤0.01%
+3,120
1418
$22 ﹤0.01%
+500
1419
$22 ﹤0.01%
+3,570
1420
$22 ﹤0.01%
+194
1421
$22 ﹤0.01%
+985
1422
$22 ﹤0.01%
+266
1423
$22 ﹤0.01%
+300
1424
$22 ﹤0.01%
+1,350
1425
$22 ﹤0.01%
+1,321
55 56
57
58 59