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
301
$584K 0.04%
+5,250
302
$579K 0.04%
+2,840
303
$571K 0.04%
1,821
+458
304
$570K 0.04%
25,849
+464
305
$569K 0.04%
2,175
-24
306
$568K 0.04%
37,375
+1,735
307
$565K 0.04%
3,373
+56
308
$565K 0.04%
333
+36
309
$565K 0.04%
+1,960
310
$564K 0.04%
9,332
-1,670
311
$562K 0.04%
+1,775
312
$553K 0.04%
+4,621
313
$552K 0.04%
6,738
+45
314
$551K 0.04%
9,232
+660
315
$545K 0.04%
+5,184
316
$543K 0.04%
+4,733
317
$540K 0.04%
34,422
318
$539K 0.04%
10,344
+3,530
319
$537K 0.04%
11,802
+775
320
$532K 0.04%
+1,587
321
$529K 0.04%
+952
322
$526K 0.04%
+1,738
323
$526K 0.04%
813
-150
324
$521K 0.04%
+2,205
325
$519K 0.04%
+1,721
11 12
13
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