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
1926
$7 ﹤0.01%
+509
1927
$7 ﹤0.01%
+131
1928
$7 ﹤0.01%
+510
1929
$7 ﹤0.01%
+418
1930
$7 ﹤0.01%
+484
1931
$7 ﹤0.01%
+86
1932
$7 ﹤0.01%
+156
1933
$7 ﹤0.01%
+350
1934
$7 ﹤0.01%
+134
1935
$7 ﹤0.01%
+600
1936
$7 ﹤0.01%
+150
1937
$7 ﹤0.01%
+117
1938
$7 ﹤0.01%
+240
1939
$7 ﹤0.01%
2
-118
1940
$7 ﹤0.01%
+25
1941
$7 ﹤0.01%
+174
1942
$7 ﹤0.01%
+300
1943
$7 ﹤0.01%
+165
1944
$7 ﹤0.01%
+14,500
1945
$7 ﹤0.01%
+150
1946
$7 ﹤0.01%
+141
1947
$7 ﹤0.01%
+130
1948
$7 ﹤0.01%
+463
1949
$7 ﹤0.01%
+226
1950
$7 ﹤0.01%
+258
76 77
78
79 80