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
151
$5.25K 0.11%
+1,630
152
$5.22K 0.11%
153,104
+71,699
153
$5.18K 0.11%
76,244
+38,401
154
$5.17K 0.11%
+11,978
155
$5.11K 0.11%
13,022
+5,117
156
$5.04K 0.11%
10,277
+4,324
157
$5.01K 0.11%
90,490
-53,225
158
$5.01K 0.11%
32,244
+16,458
159
$4.96K 0.11%
11,635
+5,986
160
$4.92K 0.11%
11,512
-97
161
$4.91K 0.1%
+633
162
$4.9K 0.1%
8,199
+84
163
$4.88K 0.1%
18,418
+6,643
164
$4.87K 0.1%
+6,747
165
$4.8K 0.1%
32,568
+1,110
166
$4.8K 0.1%
8,236
+1,374
167
$4.78K 0.1%
60,151
+15,600
168
$4.77K 0.1%
+4,167
169
$4.74K 0.1%
20,879
+10,387
170
$4.72K 0.1%
5,010
+3,241
171
$4.69K 0.1%
+6,570
172
$4.63K 0.1%
31,276
+6,267
173
$4.63K 0.1%
4,411
+1,912
174
$4.6K 0.1%
33,078
+16,292
175
$4.56K 0.1%
16,120
+2,223
5 6
7
8 9