BRWM

B. Riley Wealth Management Portfolio holdings

AUM $85.5M
1-Year Est. Return 3.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$952M
AUM Growth
+$285M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$20M
3
+$18.3M
4
AAPL icon
Apple
AAPL
+$17.6M
5
AMT icon
American Tower
AMT
+$14.9M

Top Sells

1
+$5.06M
2
+$3.97M
3
+$3.88M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.41M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.49M

Sector Composition

1 Technology 10.07%
2 Healthcare 7.73%
3 Consumer Discretionary 6.43%
4 Energy 6.24%
5 Industrials 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$465K 0.05%
+40,589
277
$465K 0.05%
978
+65
278
$462K 0.05%
5,399
+3,725
279
$461K 0.05%
+26,528
280
$452K 0.05%
93,642
+76,728
281
$450K 0.05%
+10,276
282
$441K 0.05%
6,655
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283
$438K 0.05%
17,825
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284
$436K 0.05%
10,762
-4,212
285
$435K 0.05%
+24,604
286
$430K 0.05%
+16,025
287
$427K 0.04%
+5,348
288
$426K 0.04%
+8,667
289
$424K 0.04%
+5,224
290
$424K 0.04%
5,886
+3,772
291
$421K 0.04%
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292
$421K 0.04%
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293
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4,920
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294
$414K 0.04%
15,332
295
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296
$412K 0.04%
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297
$409K 0.04%
+7,183
298
$407K 0.04%
7,535
+2,785
299
$406K 0.04%
28,000
300
$406K 0.04%
34,927
-995
10 11
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