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
2276
$2 ﹤0.01%
+44
2277
$2 ﹤0.01%
+56
2278
$2 ﹤0.01%
+45
2279
$2 ﹤0.01%
+65
2280
$2 ﹤0.01%
+75
2281
$2 ﹤0.01%
+29
2282
$2 ﹤0.01%
+15
2283
$2 ﹤0.01%
+106
2284
$2 ﹤0.01%
+51
2285
$2 ﹤0.01%
+102
2286
$2 ﹤0.01%
+132
2287
$2 ﹤0.01%
+35
2288
$2 ﹤0.01%
+98
2289
$2 ﹤0.01%
+138
2290
$2 ﹤0.01%
+260
2291
$2 ﹤0.01%
+50
2292
$2 ﹤0.01%
+75
2293
$2 ﹤0.01%
+66
2294
$2 ﹤0.01%
+45
2295
$2 ﹤0.01%
+18
2296
$2 ﹤0.01%
+2
2297
$2 ﹤0.01%
+65
2298
$2 ﹤0.01%
+40
2299
$2 ﹤0.01%
+93
2300
$2 ﹤0.01%
+80
90 91
92
93 94