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
1676
$13 ﹤0.01%
+146
1677
$13 ﹤0.01%
+238
1678
$13 ﹤0.01%
+1,270
1679
$13 ﹤0.01%
12,500
1680
$12 ﹤0.01%
+886
1681
$12 ﹤0.01%
+118
1682
$12 ﹤0.01%
+138
1683
$12 ﹤0.01%
+250
1684
$12 ﹤0.01%
+350
1685
$12 ﹤0.01%
+150
1686
$12 ﹤0.01%
+86
1687
$12 ﹤0.01%
+100
1688
$12 ﹤0.01%
+414
1689
$12 ﹤0.01%
+131
1690
$12 ﹤0.01%
+1,038
1691
$12 ﹤0.01%
+237
1692
$12 ﹤0.01%
+356
1693
$12 ﹤0.01%
+1,500
1694
$12 ﹤0.01%
+442
1695
$12 ﹤0.01%
+929
1696
$12 ﹤0.01%
+430
1697
$12 ﹤0.01%
+988
1698
$12 ﹤0.01%
+1,140
1699
$12 ﹤0.01%
+124
1700
$12 ﹤0.01%
+449
66 67
68
69 70