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
$651K
AUM Growth
-$576M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$3.51K
2
+$2.93K
3
+$2.32K
4
VUG icon
Vanguard Growth ETF
VUG
+$2.05K
5
ALTG icon
Alta Equipment Group
ALTG
+$1.97K

Top Sells

1
+$3.42M
2
+$1.45M
3
+$1.37M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$1.31M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.2M

Sector Composition

1 Technology 8.01%
2 Consumer Discretionary 4.49%
3 Financials 3.81%
4 Energy 3.49%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$237 0.04%
11,171
-1,051
327
$236 0.04%
3,977
-60
328
$236 0.04%
4,455
-209
329
$235 0.04%
3,028
-208
330
$232 0.04%
4,114
331
$232 0.04%
3,200
-1,700
332
$225 0.03%
25,235
+13,357
333
$224 0.03%
3,373
-1,000
334
$223 0.03%
2,861
335
$222 0.03%
2,954
336
$219 0.03%
3,807
-790
337
$218 0.03%
+2,034
338
$215 0.03%
+3,100
339
$214 0.03%
20,891
+7,909
340
$213 0.03%
+2,564
341
$213 0.03%
18,312
+1,781
342
$212 0.03%
+937
343
$211 0.03%
+2,391
344
$211 0.03%
+6,155
345
$210 0.03%
4,626
+113
346
$209 0.03%
1,219
-210
347
$207 0.03%
+2,394
348
$205 0.03%
528
-190
349
$205 0.03%
1,537
-849
350
$205 0.03%
1,844
-72
12 13
14
15 16