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
376
$270K 0.03%
+12,243
377
$269K 0.03%
18,358
+6,887
378
$267K 0.03%
+2,810
379
$266K 0.03%
+2,394
380
$262K 0.03%
+13,740
381
$261K 0.03%
+15,381
382
$260K 0.03%
+1,594
383
$260K 0.03%
1,681
+547
384
$259K 0.03%
+4,000
385
$258K 0.03%
+9,989
386
$257K 0.03%
1,901
+693
387
$257K 0.03%
9,396
-3,540
388
$256K 0.03%
13,380
+2,209
389
$252K 0.03%
69,427
+25,122
390
$251K 0.03%
+2,129
391
$250K 0.03%
13,659
-7,795
392
$250K 0.03%
+33,500
393
$250K 0.03%
13,704
+987
394
$250K 0.03%
+24,777
395
$249K 0.03%
8,691
+1,441
396
$247K 0.03%
+5,306
397
$247K 0.03%
+6,420
398
$245K 0.03%
+7,605
399
$243K 0.03%
+4,372
400
$242K 0.03%
+4,632
14 15
16
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