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
$407M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1 +$24.1M
2 +$22.1M
3 +$16.4M
4
CSM icon
ProShares Large Cap Core Plus
CSM
+$11.8M
5
AAPL icon
Apple
AAPL
+$10.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.32%
2 Industrials 6.57%
3 Consumer Discretionary 5.99%
4 Healthcare 5.36%
5 Communication Services 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$3K ﹤0.01%
+10,000