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
1651
$13 ﹤0.01%
+409
1652
$13 ﹤0.01%
+259
1653
$13 ﹤0.01%
+603
1654
$13 ﹤0.01%
+191
1655
$13 ﹤0.01%
+333
1656
$13 ﹤0.01%
+457
1657
$13 ﹤0.01%
+882
1658
$13 ﹤0.01%
+250
1659
$13 ﹤0.01%
+664
1660
$13 ﹤0.01%
+420
1661
$13 ﹤0.01%
+319
1662
$13 ﹤0.01%
+618
1663
$13 ﹤0.01%
+440
1664
$13 ﹤0.01%
+500
1665
$13 ﹤0.01%
+102
1666
$13 ﹤0.01%
+250
1667
$13 ﹤0.01%
+1,286
1668
$13 ﹤0.01%
+3
1669
$13 ﹤0.01%
+750
1670
$13 ﹤0.01%
+322
1671
$13 ﹤0.01%
+543
1672
$13 ﹤0.01%
+103
1673
$13 ﹤0.01%
+2,074
1674
$13 ﹤0.01%
+223
1675
$13 ﹤0.01%
+307
65 66
67
68 69