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
2226
$3 ﹤0.01%
+408
2227
$3 ﹤0.01%
+162
2228
$3 ﹤0.01%
+23
2229
$3 ﹤0.01%
+175
2230
$3 ﹤0.01%
+107
2231
$3 ﹤0.01%
+61
2232
$3 ﹤0.01%
+125
2233
$3 ﹤0.01%
+27
2234
$3 ﹤0.01%
+3,060
2235
$3 ﹤0.01%
+79
2236
$3 ﹤0.01%
+57
2237
$3 ﹤0.01%
+930
2238
$3 ﹤0.01%
+20
2239
$3 ﹤0.01%
+29
2240
$3 ﹤0.01%
+253
2241
$3 ﹤0.01%
+100
2242
$3 ﹤0.01%
+66
2243
$3 ﹤0.01%
+78
2244
$3 ﹤0.01%
+116
2245
$3 ﹤0.01%
+145
2246
$3 ﹤0.01%
+613
2247
$3 ﹤0.01%
+100
2248
$3 ﹤0.01%
+880
2249
$3 ﹤0.01%
+169
2250
$3 ﹤0.01%
+116
88 89
90
91 92