BRWM
B. Riley Wealth Management Portfolio holdings
AUM
$85.5M
1-Year Return
3.47%
This Quarter Return
+11.9%
1 Year Return
+3.47%
3 Year Return
+49.6%
5 Year Return
–
10 Year Return
–
AUM
$775M
AUM Growth
-$72.6M
(-8.6%)
Cap. Flow
-$145M
Cap. Flow
% of AUM
-18.78%
Top 10 Holdings %
Top 10 Hldgs %
27.84%
Holding
496
New
78
Increased
77
Reduced
196
Closed
111
Top Buys
Top Sells
| 1 |
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
|
$13.2M |
| 2 |
Verizon
VZ
|
$12M |
| 3 |
Apple
AAPL
|
$11.9M |
| 4 |
Visa
V
|
$11.7M |
| 5 |
Vanguard Russell 3000 ETF
VTHR
|
$7.59M |
Sector Composition
| 1 | Technology | 13.01% |
| 2 | Consumer Discretionary | 9% |
| 3 | Healthcare | 8.99% |
| 4 | Communication Services | 5.7% |
| 5 | Real Estate | 5.56% |
