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
$133M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$993K
3
+$834K
4
BURL icon
Burlington
BURL
+$831K
5
AMGN icon
Amgen
AMGN
+$783K

Top Sells

1
+$1.21M
2
+$1.16M
3
+$969K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$868K
5
NKE icon
Nike
NKE
+$849K

Sector Composition

1 Healthcare 8.21%
2 Energy 8.15%
3 Industrials 7.56%
4 Consumer Discretionary 7.53%
5 Technology 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$72K 0.05%
4,901
-1,479
352
$72K 0.05%
1,137
353
$71K 0.05%
2,200
-2,200
354
$70K 0.05%
1,467
-660
355
$69K 0.05%
1,910
-250
356
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3,655
+12
357
$69K 0.05%
1,397
-10
358
$68K 0.05%
451
359
$68K 0.05%
1,519
-200
360
$67K 0.05%
1,693
+701
361
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-71
362
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667
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363
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364
$67K 0.05%
4,360
365
$66K 0.05%
870
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366
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367
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842
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368
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369
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371
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7
372
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1,390
373
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374
$64K 0.05%
398
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375
$63K 0.05%
890
+200
13 14
15
16 17