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
351
$204 0.03%
+2,246
352
$203 0.03%
+1,600
353
$202 0.03%
2,012
-3,218
354
$201 0.03%
+1,551
355
$200 0.03%
3,804
-49
356
$190 0.03%
+3,684
357
$189 0.03%
23,686
-2,630
358
$188 0.03%
211,002
+46,681
359
$182 0.03%
11,208
-100
360
$176 0.03%
+35,000
361
$172 0.03%
12,015
362
$171 0.03%
29,500
363
$168 0.03%
+2,579
364
$164 0.03%
37,951
365
$143 0.02%
+3,960
366
$143 0.02%
10,704
+1,417
367
$138 0.02%
+10,005
368
$134 0.02%
+2,664
369
$134 0.02%
24,215
+7,543
370
$133 0.02%
17,300
+2,500
371
$133 0.02%
1,229
+311
372
$129 0.02%
24,034
-655
373
$122 0.02%
+14,835
374
$121 0.02%
+13,085
375
$121 0.02%
29,500
+18,000
13 14
15
16 17