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
2376
$2 ﹤0.01%
+67
2377
$2 ﹤0.01%
+183
2378
$2 ﹤0.01%
+118
2379
$2 ﹤0.01%
+100
2380
$2 ﹤0.01%
+135
2381
– –
0
2382
$2 ﹤0.01%
+50
2383
$2 ﹤0.01%
+45
2384
$2 ﹤0.01%
+125
2385
$2 ﹤0.01%
+35
2386
$2 ﹤0.01%
+99
2387
$2 ﹤0.01%
+30
2388
$2 ﹤0.01%
+300
2389
$2 ﹤0.01%
+58
2390
$2 ﹤0.01%
+523
2391
$2 ﹤0.01%
+40
2392
$2 ﹤0.01%
+119
2393
$2 ﹤0.01%
+34
2394
$2 ﹤0.01%
+150
2395
$2 ﹤0.01%
+350
2396
$2 ﹤0.01%
+47
2397
$2 ﹤0.01%
10,651
2398
$2 ﹤0.01%
+54
2399
$1 ﹤0.01%
+81
2400
$1 ﹤0.01%
+400
94 95
96
97 98