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
1951
$7 ﹤0.01%
+385
1952
$7 ﹤0.01%
+312
1953
$7 ﹤0.01%
+1,800
1954
$7 ﹤0.01%
+304
1955
$7 ﹤0.01%
+300
1956
$7 ﹤0.01%
+411
1957
$7 ﹤0.01%
+1,178
1958
$7 ﹤0.01%
+500
1959
$7 ﹤0.01%
+272
1960
$7 ﹤0.01%
+314
1961
$7 ﹤0.01%
+77
1962
$7 ﹤0.01%
+381
1963
$7 ﹤0.01%
+300
1964
$7 ﹤0.01%
+600
1965
– –
0
1966
$7 ﹤0.01%
+327
1967
$7 ﹤0.01%
+100
1968
$7 ﹤0.01%
+400
1969
$7 ﹤0.01%
+344
1970
$7 ﹤0.01%
+295
1971
$7 ﹤0.01%
+490
1972
$7 ﹤0.01%
+178
1973
$7 ﹤0.01%
+106
1974
$6 ﹤0.01%
+150
1975
$6 ﹤0.01%
+400
77 78
79
80 81