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
2051
$5 ﹤0.01%
+223
2052
$5 ﹤0.01%
+389
2053
$5 ﹤0.01%
81
-2,007
2054
$5 ﹤0.01%
250
-24
2055
$5 ﹤0.01%
+95
2056
$5 ﹤0.01%
+206
2057
$5 ﹤0.01%
+131
2058
$5 ﹤0.01%
+147
2059
$5 ﹤0.01%
+184
2060
$5 ﹤0.01%
+40
2061
$5 ﹤0.01%
+84
2062
$5 ﹤0.01%
+215
2063
$5 ﹤0.01%
+410
2064
$5 ﹤0.01%
+100
2065
$5 ﹤0.01%
+71
2066
$5 ﹤0.01%
+44
2067
$5 ﹤0.01%
+263
2068
$5 ﹤0.01%
+399
2069
$5 ﹤0.01%
+300
2070
$5 ﹤0.01%
+82
2071
$5 ﹤0.01%
+200
2072
$5 ﹤0.01%
+55
2073
$5 ﹤0.01%
+400
2074
$5 ﹤0.01%
+15
2075
$5 ﹤0.01%
+87
81 82
83
84 85