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
$952M
AUM Growth
+$285M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$15.2M
3
+$14M
4
GOOD
Gladstone Commercial Corp
GOOD
+$13.8M
5
AMZN icon
Amazon
AMZN
+$13.1M

Top Sells

1
+$4.26M
2
+$3.97M
3
+$3.84M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.34M
5
ALTG icon
Alta Equipment Group
ALTG
+$2.02M

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
301
$403K 0.04%
4,698
+1,889
302
$397K 0.04%
+4,965
303
$397K 0.04%
2,803
-1,675
304
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4,648
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305
$395K 0.04%
+6,746
306
$392K 0.04%
4,769
-2,599
307
$391K 0.04%
+26,514
308
$390K 0.04%
17,362
+4,370
309
$387K 0.04%
+458
310
$387K 0.04%
+28,612
311
$386K 0.04%
3,621
-81
312
$386K 0.04%
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313
$385K 0.04%
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314
$385K 0.04%
55,795
+21,857
315
$382K 0.04%
+2,205
316
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29,988
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317
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320
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321
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322
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+27,380
323
$366K 0.04%
+13,638
324
$359K 0.04%
15,897
-1,745
325
$358K 0.04%
7,677
11 12
13
14 15