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
1601
$15 ﹤0.01%
+700
1602
$15 ﹤0.01%
+1,202
1603
$15 ﹤0.01%
+2,800
1604
$15 ﹤0.01%
+2,729
1605
$15 ﹤0.01%
+425
1606
$15 ﹤0.01%
+214
1607
$15 ﹤0.01%
+412
1608
$15 ﹤0.01%
+404
1609
$15 ﹤0.01%
+161
1610
$15 ﹤0.01%
+133
1611
$15 ﹤0.01%
+3,000
1612
$15 ﹤0.01%
+1,000
1613
$15 ﹤0.01%
+393
1614
$14 ﹤0.01%
+281
1615
$14 ﹤0.01%
+108
1616
$14 ﹤0.01%
+132
1617
$14 ﹤0.01%
+261
1618
$14 ﹤0.01%
+252
1619
$14 ﹤0.01%
+476
1620
$14 ﹤0.01%
+24
1621
$14 ﹤0.01%
+233
1622
$14 ﹤0.01%
+223
1623
$14 ﹤0.01%
+1,450
1624
$14 ﹤0.01%
+425
1625
$14 ﹤0.01%
+700
63 64
65
66 67