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
1976
$6 ﹤0.01%
+559
1977
$6 ﹤0.01%
+122
1978
$6 ﹤0.01%
+419
1979
$6 ﹤0.01%
+126
1980
$6 ﹤0.01%
+360
1981
$6 ﹤0.01%
+2,000
1982
$6 ﹤0.01%
+400
1983
$6 ﹤0.01%
+300
1984
$6 ﹤0.01%
+100
1985
$6 ﹤0.01%
+3,000
1986
$6 ﹤0.01%
+100
1987
$6 ﹤0.01%
+305
1988
$6 ﹤0.01%
+897
1989
$6 ﹤0.01%
+300
1990
$6 ﹤0.01%
+263
1991
$6 ﹤0.01%
+350
1992
$6 ﹤0.01%
+87
1993
$6 ﹤0.01%
+1,000
1994
$6 ﹤0.01%
+89
1995
$6 ﹤0.01%
+171
1996
$6 ﹤0.01%
+200
1997
$6 ﹤0.01%
+231
1998
$6 ﹤0.01%
+4
1999
$6 ﹤0.01%
+500
2000
$6 ﹤0.01%
+1,280
78 79
80
81 82