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
1476
$20 ﹤0.01%
+1,250
1477
$20 ﹤0.01%
+251
1478
$20 ﹤0.01%
+1,250
1479
$20 ﹤0.01%
+1,455
1480
$20 ﹤0.01%
+2,400
1481
$20 ﹤0.01%
+969
1482
$20 ﹤0.01%
+500
1483
$20 ﹤0.01%
+1,200
1484
$19 ﹤0.01%
+829
1485
$19 ﹤0.01%
+2,000
1486
$19 ﹤0.01%
+500
1487
$19 ﹤0.01%
+18
1488
$19 ﹤0.01%
+3,563
1489
$19 ﹤0.01%
+48
1490
$19 ﹤0.01%
+2,300
1491
$19 ﹤0.01%
+188
1492
$19 ﹤0.01%
+225
1493
$19 ﹤0.01%
+2,000
1494
$19 ﹤0.01%
+5,482
1495
$19 ﹤0.01%
+2,012
1496
$19 ﹤0.01%
+124
1497
$19 ﹤0.01%
+326
1498
$19 ﹤0.01%
+400
1499
$19 ﹤0.01%
+700
1500
$19 ﹤0.01%
+800
58 59
60
61 62