BRWM

B. Riley Wealth Management Portfolio holdings

AUM $85.5M
1-Year Est. Return 3.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.46%
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
+$20.4M
2
+$20M
3
+$18.3M
4
AAPL icon
Apple
AAPL
+$17.6M
5
AMT icon
American Tower
AMT
+$14.9M

Top Sells

1
+$5.06M
2
+$3.97M
3
+$3.88M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.41M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.49M

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%
5,390
+1,664
354
$301K 0.03%
4,851
355
$301K 0.03%
2,268
+113
356
$301K 0.03%
+14,692
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
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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
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