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
351
$307K 0.03%
10,098
+1,212
352
$302K 0.03%
+3,447
353
$301K 0.03%
2,268
+113
354
$301K 0.03%
+14,692
355
$301K 0.03%
4,851
356
$301K 0.03%
5,390
+1,664
357
$301K 0.03%
+5,703
358
$293K 0.03%
+32,144
359
$293K 0.03%
23,760
+1,260
360
$293K 0.03%
+8,629
361
$292K 0.03%
21,900
+1,000
362
$291K 0.03%
+3,860
363
$291K 0.03%
+2,035
364
$290K 0.03%
5,360
-9,537
365
$289K 0.03%
+17,561
366
$288K 0.03%
+3,195
367
$287K 0.03%
+7,669
368
$284K 0.03%
2,079
+703
369
$280K 0.03%
3,075
+135
370
$280K 0.03%
+11,293
371
$273K 0.03%
+11,043
372
$272K 0.03%
1
373
$271K 0.03%
+5,185
374
$271K 0.03%
4,549
+137
375
$271K 0.03%
+23,149
13 14
15
16 17