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
1626
$14 ﹤0.01%
+361
1627
$14 ﹤0.01%
+953
1628
$14 ﹤0.01%
+664
1629
$14 ﹤0.01%
+1,500
1630
$14 ﹤0.01%
+500
1631
$14 ﹤0.01%
+271
1632
$14 ﹤0.01%
+180
1633
$14 ﹤0.01%
410
-650
1634
$14 ﹤0.01%
+5,200
1635
$14 ﹤0.01%
+377
1636
$14 ﹤0.01%
+220
1637
$14 ﹤0.01%
+1,000
1638
$14 ﹤0.01%
+454
1639
$14 ﹤0.01%
+600
1640
$14 ﹤0.01%
+400
1641
$14 ﹤0.01%
+1,100
1642
$13 ﹤0.01%
+287
1643
$13 ﹤0.01%
+135
1644
$13 ﹤0.01%
+940
1645
$13 ﹤0.01%
+650
1646
$13 ﹤0.01%
+2,500
1647
$13 ﹤0.01%
+1,400
1648
$13 ﹤0.01%
+850
1649
$13 ﹤0.01%
+355
1650
$13 ﹤0.01%
+180
64 65
66
67 68