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
2401
$1 ﹤0.01%
+250
2402
$1 ﹤0.01%
+301
2403
$1 ﹤0.01%
+19
2404
$1 ﹤0.01%
+300
2405
$1 ﹤0.01%
+14
2406
$1 ﹤0.01%
+12
2407
$1 ﹤0.01%
+168
2408
$1 ﹤0.01%
+1,000
2409
$1 ﹤0.01%
+84
2410
$1 ﹤0.01%
+36
2411
$1 ﹤0.01%
+21
2412
$1 ﹤0.01%
+100
2413
$1 ﹤0.01%
+39
2414
$1 ﹤0.01%
+60
2415
$1 ﹤0.01%
+58
2416
$1 ﹤0.01%
+25
2417
$1 ﹤0.01%
+70
2418
$1 ﹤0.01%
+39
2419
$1 ﹤0.01%
+19
2420
$1 ﹤0.01%
+137
2421
$1 ﹤0.01%
+32
2422
$1 ﹤0.01%
+13
2423
$1 ﹤0.01%
+19
2424
$1 ﹤0.01%
+10
2425
$1 ﹤0.01%
+30
95 96
97
98 99