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
2201
$3 ﹤0.01%
+9
2202
$3 ﹤0.01%
+2,000
2203
$3 ﹤0.01%
+303
2204
$3 ﹤0.01%
+100
2205
$3 ﹤0.01%
+1,170
2206
$3 ﹤0.01%
+80
2207
$3 ﹤0.01%
+61
2208
$3 ﹤0.01%
+56
2209
$3 ﹤0.01%
+33
2210
$3 ﹤0.01%
+500
2211
$3 ﹤0.01%
+130
2212
$3 ﹤0.01%
+168
2213
$3 ﹤0.01%
+466
2214
$3 ﹤0.01%
+250
2215
$3 ﹤0.01%
+87
2216
$3 ﹤0.01%
+182
2217
$3 ﹤0.01%
+105
2218
$3 ﹤0.01%
+57
2219
$3 ﹤0.01%
+9
2220
$3 ﹤0.01%
+117
2221
$3 ﹤0.01%
+130
2222
$3 ﹤0.01%
+38
2223
$3 ﹤0.01%
+20
2224
$3 ﹤0.01%
+40
2225
$3 ﹤0.01%
+4,000
87 88
89
90 91