BRWM

B. Riley Wealth Management Portfolio holdings

AUM $85.5M
1-Year Est. Return 3.47%
This Quarter Est. Return
1 Year Est. Return
+3.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$651K
AUM Growth
-$576M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$3.51K
2
+$2.93K
3
+$2.32K
4
VUG icon
Vanguard Growth ETF
VUG
+$2.05K
5
ALTG icon
Alta Equipment Group
ALTG
+$1.97K

Top Sells

1
+$3.42M
2
+$1.45M
3
+$1.37M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$1.31M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.2M

Sector Composition

1 Technology 8.01%
2 Consumer Discretionary 4.49%
3 Financials 3.81%
4 Energy 3.49%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$308 0.05%
3,684
277
$306 0.05%
1,829
-1,060
278
$305 0.05%
3,010
+507
279
$303 0.05%
1,834
+332
280
$303 0.05%
3,722
+151
281
$302 0.05%
6,058
-1,000
282
$301 0.05%
3,826
-418
283
$299 0.05%
3,669
-1,085
284
$298 0.05%
4,892
+7
285
$290 0.04%
3,650
+772
286
$288 0.04%
+7,124
287
$286 0.04%
9,348
-1,262
288
$286 0.04%
18,665
289
$286 0.04%
3,772
-1,587
290
$286 0.04%
19,185
-3,495
291
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+11,697
292
$284 0.04%
27,199
+13,963
293
$284 0.04%
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294
$283 0.04%
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295
$283 0.04%
5,000
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296
$281 0.04%
13,667
-1,875
297
$280 0.04%
+7,187
298
$279 0.04%
8,050
-3,075
299
$278 0.04%
+12,905
300
$278 0.04%
+11,258
10 11
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