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
2351
$2 ﹤0.01%
+45
2352
$2 ﹤0.01%
+19
2353
$2 ﹤0.01%
+11
2354
$2 ﹤0.01%
+40
2355
$2 ﹤0.01%
+59
2356
$2 ﹤0.01%
+109
2357
$2 ﹤0.01%
+32
2358
$2 ﹤0.01%
+141
2359
$2 ﹤0.01%
+72
2360
$2 ﹤0.01%
+111
2361
$2 ﹤0.01%
+87
2362
$2 ﹤0.01%
+92
2363
$2 ﹤0.01%
+39
2364
$2 ﹤0.01%
+100
2365
$2 ﹤0.01%
+52
2366
$2 ﹤0.01%
+1,200
2367
$2 ﹤0.01%
+92
2368
$2 ﹤0.01%
+528
2369
$2 ﹤0.01%
+156
2370
$2 ﹤0.01%
+41
2371
$2 ﹤0.01%
+450
2372
$2 ﹤0.01%
+27
2373
$2 ﹤0.01%
+700
2374
$2 ﹤0.01%
+100
2375
$2 ﹤0.01%
+31
93 94
95
96 97