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
126
$5.91K 0.13%
+4,550
127
$5.89K 0.13%
8,008
+1,357
128
$5.89K 0.13%
+18,629
129
$5.78K 0.12%
10,489
+5,292
130
$5.77K 0.12%
+5,145
131
$5.74K 0.12%
18,443
+11,444
132
$5.68K 0.12%
17,189
+10,067
133
$5.68K 0.12%
+6,557
134
$5.67K 0.12%
+10,584
135
$5.63K 0.12%
8,925
-3,777
136
$5.59K 0.12%
+75,468
137
$5.57K 0.12%
+20,105
138
$5.56K 0.12%
25,465
+19,550
139
$5.55K 0.12%
13,443
+5,766
140
$5.45K 0.12%
20,756
-509
141
$5.41K 0.12%
31,100
+8,620
142
$5.4K 0.12%
+24,220
143
$5.4K 0.12%
+8,068
144
$5.38K 0.11%
15,584
+1,171
145
$5.36K 0.11%
11,174
+1,420
146
$5.36K 0.11%
9,479
+144
147
$5.31K 0.11%
14,651
+5,406
148
$5.31K 0.11%
16,482
+8,673
149
$5.26K 0.11%
70,838
+35,219
150
$5.25K 0.11%
41,465
+19,813
4 5
6
7 8