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
1876
$8 ﹤0.01%
+200
1877
$8 ﹤0.01%
+150
1878
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1879
$8 ﹤0.01%
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1880
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1881
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+241
1882
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1883
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1884
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1885
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1886
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1887
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1889
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1890
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1891
$8 ﹤0.01%
+568
1892
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1893
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1894
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1895
$8 ﹤0.01%
+700
1896
$8 ﹤0.01%
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1897
$8 ﹤0.01%
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1898
$8 ﹤0.01%
+72
1899
$8 ﹤0.01%
418
-10,605
1900
$8 ﹤0.01%
+350
74 75
76
77 78