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
2151
$4 ﹤0.01%
+37
2152
$4 ﹤0.01%
+120
2153
$4 ﹤0.01%
+62
2154
$4 ﹤0.01%
+400
2155
$4 ﹤0.01%
+88
2156
$4 ﹤0.01%
+9
2157
$4 ﹤0.01%
+933
2158
$4 ﹤0.01%
+286
2159
$4 ﹤0.01%
+457
2160
$4 ﹤0.01%
+170
2161
$4 ﹤0.01%
+253
2162
$4 ﹤0.01%
+100
2163
$4 ﹤0.01%
+37
2164
$4 ﹤0.01%
+59
2165
$4 ﹤0.01%
+2,500
2166
$4 ﹤0.01%
+162
2167
$4 ﹤0.01%
+200
2168
$4 ﹤0.01%
+87
2169
$4 ﹤0.01%
+800
2170
$4 ﹤0.01%
+1,000
2171
$4 ﹤0.01%
+100
2172
$4 ﹤0.01%
+166
2173
$4 ﹤0.01%
+32
2174
$4 ﹤0.01%
+40
2175
$4 ﹤0.01%
+1,120
85 86
87
88 89