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
1901
$8 ﹤0.01%
+530
1902
$8 ﹤0.01%
+212
1903
$8 ﹤0.01%
+511
1904
$8 ﹤0.01%
+841
1905
$8 ﹤0.01%
+200
1906
$8 ﹤0.01%
+203
1907
$8 ﹤0.01%
+232
1908
$8 ﹤0.01%
+1,620
1909
$8 ﹤0.01%
+221
1910
$8 ﹤0.01%
+2,220
1911
$8 ﹤0.01%
+315
1912
$8 ﹤0.01%
+500
1913
$8 ﹤0.01%
+500
1914
$7 ﹤0.01%
+207
1915
$7 ﹤0.01%
+134
1916
$7 ﹤0.01%
+500
1917
$7 ﹤0.01%
+240
1918
$7 ﹤0.01%
+380
1919
$7 ﹤0.01%
+252
1920
$7 ﹤0.01%
+504
1921
$7 ﹤0.01%
+566
1922
$7 ﹤0.01%
+500
1923
$7 ﹤0.01%
+148
1924
– –
0
1925
$7 ﹤0.01%
+1
75 76
77
78 79