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
326
$356K 0.04%
4,148
+2,375
327
$354K 0.04%
+3,928
328
$349K 0.04%
22,256
+12,256
329
$346K 0.04%
1,542
+505
330
$346K 0.04%
+2,290
331
$345K 0.04%
7,423
+142
332
$344K 0.04%
23,400
333
$334K 0.04%
5,361
+1,688
334
$330K 0.03%
+12,300
335
$328K 0.03%
+7,028
336
$328K 0.03%
4,490
+910
337
$327K 0.03%
9,515
+43
338
$326K 0.03%
7,057
+720
339
$324K 0.03%
36,767
-2,391
340
$323K 0.03%
+12,550
341
$322K 0.03%
7,277
+2,347
342
$321K 0.03%
15,990
+870
343
$319K 0.03%
+4,085
344
$317K 0.03%
+1,588
345
$317K 0.03%
+15,470
346
$316K 0.03%
+21,933
347
$313K 0.03%
30,654
-30,498
348
$312K 0.03%
4,966
+2,025
349
$310K 0.03%
705
+189
350
$309K 0.03%
+1,979
12 13
14
15 16