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
$1.3B
AUM Growth
+$398M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$35.2M
3
+$18.7M
4
HD icon
Home Depot
HD
+$10M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$9.97M

Top Sells

1
+$2.17M
2
+$1.08M
3
+$955K
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$928K
5
BABA icon
Alibaba
BABA
+$783K

Sector Composition

1 Technology 11.46%
2 Consumer Discretionary 8.27%
3 Healthcare 7.98%
4 Communication Services 5.62%
5 Industrials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$466K 0.04%
+8,604
352
$465K 0.04%
2,676
-133
353
$465K 0.04%
6,496
+87
354
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+3,814
355
$460K 0.04%
4,868
+1,035
356
$460K 0.04%
6,684
+352
357
$459K 0.04%
13,895
+3,817
358
$458K 0.04%
+4,099
359
$456K 0.04%
2,351
+781
360
$454K 0.03%
17,000
361
$453K 0.03%
+3,933
362
$453K 0.03%
+1,876
363
$452K 0.03%
+500
364
$449K 0.03%
1,857
+14
365
$448K 0.03%
8,414
+4,143
366
$446K 0.03%
9,215
367
$445K 0.03%
7,900
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368
$443K 0.03%
8,701
+1,286
369
$440K 0.03%
1,381
-160
370
$439K 0.03%
18,478
+150
371
$437K 0.03%
1,666
+546
372
$435K 0.03%
+3,953
373
$430K 0.03%
+14,543
374
$428K 0.03%
+3,065
375
$424K 0.03%
569
+25
13 14
15
16 17