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
376
$422K 0.03%
9,715
-56
377
$420K 0.03%
26,626
378
$420K 0.03%
+6,399
379
$415K 0.03%
+5,350
380
$413K 0.03%
+1,477
381
$409K 0.03%
3,222
+1,349
382
$407K 0.03%
10,055
-16,255
383
$407K 0.03%
7,373
-169
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385
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1,788
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386
$393K 0.03%
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387
$391K 0.03%
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-637
388
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11,149
389
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390
$386K 0.03%
+2,119
391
$384K 0.03%
2,558
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392
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393
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46,810
-22,559
394
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+11,153
395
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10,000
396
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796
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397
$379K 0.03%
7,912
+2,629
398
$376K 0.03%
+3,272
399
$375K 0.03%
7,799
-2,102
400
$375K 0.03%
+7,977
14 15
16
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