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
2251
$3 ﹤0.01%
+100
2252
$3 ﹤0.01%
+250
2253
$3 ﹤0.01%
+79
2254
$3 ﹤0.01%
+106
2255
$3 ﹤0.01%
+1,000
2256
$3 ﹤0.01%
+1,616
2257
$2 ﹤0.01%
+194
2258
$2 ﹤0.01%
+27
2259
$2 ﹤0.01%
+70
2260
$2 ﹤0.01%
+105
2261
$2 ﹤0.01%
+24
2262
$2 ﹤0.01%
138
-12,400
2263
$2 ﹤0.01%
+160
2264
$2 ﹤0.01%
+25
2265
$2 ﹤0.01%
+32
2266
$2 ﹤0.01%
+317
2267
$2 ﹤0.01%
+111
2268
$2 ﹤0.01%
+302
2269
$2 ﹤0.01%
+35
2270
$2 ﹤0.01%
+45
2271
$2 ﹤0.01%
+100
2272
$2 ﹤0.01%
+147
2273
$2 ﹤0.01%
+13
2274
$2 ﹤0.01%
+49
2275
$2 ﹤0.01%
+91
89 90
91
92 93