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
1576
$16 ﹤0.01%
+300
1577
$16 ﹤0.01%
+500
1578
$16 ﹤0.01%
+2,000
1579
$16 ﹤0.01%
+526
1580
$16 ﹤0.01%
+344
1581
$16 ﹤0.01%
+533
1582
$16 ﹤0.01%
+1,000
1583
$16 ﹤0.01%
+1,200
1584
$15 ﹤0.01%
+377
1585
$15 ﹤0.01%
+169
1586
$15 ﹤0.01%
+150
1587
$15 ﹤0.01%
+1,239
1588
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+294
1589
$15 ﹤0.01%
+900
1590
$15 ﹤0.01%
+57
1591
$15 ﹤0.01%
+461
1592
$15 ﹤0.01%
+49
1593
$15 ﹤0.01%
+310
1594
$15 ﹤0.01%
+482
1595
$15 ﹤0.01%
+2,008
1596
$15 ﹤0.01%
+3,745
1597
$15 ﹤0.01%
+480
1598
$15 ﹤0.01%
+20
1599
$15 ﹤0.01%
+1,097
1600
$15 ﹤0.01%
+251
62 63
64
65 66