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
1801
$10 ﹤0.01%
+501
1802
$10 ﹤0.01%
+9
1803
$10 ﹤0.01%
+349
1804
$10 ﹤0.01%
+509
1805
$10 ﹤0.01%
+500
1806
$10 ﹤0.01%
+713
1807
$10 ﹤0.01%
+97
1808
$10 ﹤0.01%
+200
1809
$10 ﹤0.01%
+2,000
1810
$10 ﹤0.01%
+1,048
1811
$10 ﹤0.01%
+320
1812
$10 ﹤0.01%
+246
1813
$10 ﹤0.01%
+600
1814
$10 ﹤0.01%
+350
1815
$10 ﹤0.01%
+3,100
1816
$10 ﹤0.01%
+181
1817
$10 ﹤0.01%
+250
1818
$10 ﹤0.01%
+226
1819
$10 ﹤0.01%
+411
1820
$10 ﹤0.01%
+125
1821
$10 ﹤0.01%
+2,000
1822
$10 ﹤0.01%
+200
1823
$10 ﹤0.01%
+913
1824
$9 ﹤0.01%
+590
1825
$9 ﹤0.01%
+200
71 72
73
74 75