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
$573M
AUM Growth
+$573M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.85M
3
+$1.73M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.49M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$1.38M

Top Sells

1
+$4.55M
2
+$2.71M
3
+$2.18M
4
AAPL icon
Apple
AAPL
+$1.15M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.15M

Sector Composition

1 Technology 8.57%
2 Consumer Discretionary 4.74%
3 Financials 3.92%
4 Energy 3.74%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$290K 0.05%
6,231
-607
277
$289K 0.05%
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282
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283
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284
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287
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288
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290
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291
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295
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297
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299
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300
$263K 0.05%
2,637
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