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
2301
$2 ﹤0.01%
+50
2302
$2 ﹤0.01%
+39
2303
$2 ﹤0.01%
+250
2304
$2 ﹤0.01%
+500
2305
$2 ﹤0.01%
+45
2306
$2 ﹤0.01%
+50
2307
$2 ﹤0.01%
+54
2308
$2 ﹤0.01%
+200
2309
$2 ﹤0.01%
+47
2310
$2 ﹤0.01%
+122
2311
$2 ﹤0.01%
+38
2312
$2 ﹤0.01%
+36
2313
$2 ﹤0.01%
+27
2314
$2 ﹤0.01%
+15
2315
$2 ﹤0.01%
+22
2316
$2 ﹤0.01%
+110
2317
$2 ﹤0.01%
+40
2318
$2 ﹤0.01%
+8
2319
$2 ﹤0.01%
+158
2320
$2 ﹤0.01%
+68
2321
$2 ﹤0.01%
+94
2322
$2 ﹤0.01%
+500
2323
$2 ﹤0.01%
+65
2324
$2 ﹤0.01%
+25
2325
$2 ﹤0.01%
+11
91 92
93
94 95