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
1451
$21 ﹤0.01%
+777
1452
$21 ﹤0.01%
+627
1453
$21 ﹤0.01%
+194
1454
$21 ﹤0.01%
+800
1455
$21 ﹤0.01%
+700
1456
$21 ﹤0.01%
+900
1457
$21 ﹤0.01%
+4,000
1458
$21 ﹤0.01%
+1,100
1459
$20 ﹤0.01%
+219
1460
$20 ﹤0.01%
+1,586
1461
$20 ﹤0.01%
+457
1462
$20 ﹤0.01%
+500
1463
$20 ﹤0.01%
+216
1464
$20 ﹤0.01%
+350
1465
$20 ﹤0.01%
+1,249
1466
$20 ﹤0.01%
+840
1467
$20 ﹤0.01%
+820
1468
$20 ﹤0.01%
+171
1469
$20 ﹤0.01%
+1,005
1470
$20 ﹤0.01%
+390
1471
$20 ﹤0.01%
+2,070
1472
$20 ﹤0.01%
+900
1473
$20 ﹤0.01%
+1,684
1474
$20 ﹤0.01%
+1,000
1475
$20 ﹤0.01%
+500
57 58
59
60 61