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
1426
$22 ﹤0.01%
+600
1427
$22 ﹤0.01%
+1,500
1428
$22 ﹤0.01%
+1,500
1429
$22 ﹤0.01%
+914
1430
$22 ﹤0.01%
+766
1431
$22 ﹤0.01%
+1,170
1432
$22 ﹤0.01%
+160
1433
$22 ﹤0.01%
+700
1434
$22 ﹤0.01%
+1,322
1435
$22 ﹤0.01%
+330
1436
$22 ﹤0.01%
+1,143
1437
$22 ﹤0.01%
+1,900
1438
$22 ﹤0.01%
+1,323
1439
$21 ﹤0.01%
+491
1440
$21 ﹤0.01%
+440
1441
$21 ﹤0.01%
+812
1442
$21 ﹤0.01%
+800
1443
$21 ﹤0.01%
+1,400
1444
$21 ﹤0.01%
+460
1445
$21 ﹤0.01%
+500
1446
$21 ﹤0.01%
+1,412
1447
$21 ﹤0.01%
+900
1448
$21 ﹤0.01%
+4,047
1449
$21 ﹤0.01%
+465
1450
$21 ﹤0.01%
+2,106
56 57
58
59 60