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
$1.3B
AUM Growth
+$398M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$35.2M
3
+$18.7M
4
HD icon
Home Depot
HD
+$10M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$9.97M

Top Sells

1
+$2.17M
2
+$1.08M
3
+$955K
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$928K
5
BABA icon
Alibaba
BABA
+$783K

Sector Composition

1 Technology 11.46%
2 Consumer Discretionary 8.27%
3 Healthcare 7.98%
4 Communication Services 5.62%
5 Industrials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$701K 0.05%
+6,730
277
$691K 0.05%
15,427
+3,216
278
$685K 0.05%
+20,200
279
$682K 0.05%
+12,479
280
$678K 0.05%
+4,055
281
$670K 0.05%
+2,535
282
$669K 0.05%
+7,105
283
$662K 0.05%
6,402
+1,937
284
$659K 0.05%
+5,004
285
$658K 0.05%
4,445
-5,290
286
$654K 0.05%
+6,895
287
$648K 0.05%
8,506
+1,705
288
$647K 0.05%
5,023
+559
289
$644K 0.05%
+2,714
290
$641K 0.05%
+11,129
291
$639K 0.05%
+8,004
292
$638K 0.05%
+4,296
293
$623K 0.05%
6,961
+755
294
$608K 0.05%
11,560
+5,820
295
$606K 0.05%
+2,211
296
$604K 0.05%
4,714
-184
297
$599K 0.05%
3,455
+103
298
$592K 0.05%
+9,223
299
$590K 0.05%
+11,695
300
$584K 0.04%
+67,685
10 11
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