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
201
$3.65K 0.08%
4,867
+653
202
$3.64K 0.08%
48,252
+22,420
203
$3.62K 0.08%
+8,010
204
$3.59K 0.08%
12,267
+8,830
205
$3.47K 0.07%
+2,013
206
$3.47K 0.07%
6,757
+2,974
207
$3.47K 0.07%
+58
208
$3.44K 0.07%
41,800
+20,900
209
$3.43K 0.07%
47,745
+39,825
210
$3.39K 0.07%
9,743
+944
211
$3.38K 0.07%
12,622
+5,970
212
$3.38K 0.07%
2,824,147
+1,467,986
213
$3.37K 0.07%
+15,536
214
$3.35K 0.07%
+2,510
215
$3.34K 0.07%
12,235
+6,560
216
$3.32K 0.07%
9,471
+4,702
217
$3.29K 0.07%
2,902
+906
218
$3.29K 0.07%
+3,458
219
$3.29K 0.07%
23,817
+518
220
$3.28K 0.07%
4,813
+2,631
221
$3.27K 0.07%
+6,878
222
$3.27K 0.07%
2,708
+935
223
$3.26K 0.07%
10,251
+4,560
224
$3.24K 0.07%
2,829
+1,280
225
$3.21K 0.07%
123,125
-763
7 8
9
10 11