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
$133M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$993K
3
+$834K
4
BURL icon
Burlington
BURL
+$831K
5
AMGN icon
Amgen
AMGN
+$783K

Top Sells

1
+$1.21M
2
+$1.16M
3
+$969K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$868K
5
NKE icon
Nike
NKE
+$849K

Sector Composition

1 Healthcare 8.21%
2 Energy 8.15%
3 Industrials 7.56%
4 Consumer Discretionary 7.53%
5 Technology 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$52K 0.04%
1,057
+9
402
$52K 0.04%
300
-1,173
403
$52K 0.04%
2,900
404
$51K 0.04%
1,200
-240
405
$51K 0.04%
1,200
406
$50K 0.04%
6,197
+19
407
$50K 0.04%
1,439
-4,676
408
$50K 0.04%
1,030
+530
409
$50K 0.04%
1,335
+17
410
$50K 0.04%
19,000
+2,900
411
$49K 0.04%
3,600
+1,750
412
$49K 0.04%
466
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413
$49K 0.04%
3,572
-1,344
414
$48K 0.04%
900
-100
415
$47K 0.04%
5,337
-1,775
416
$47K 0.04%
1,000
417
$47K 0.04%
4,814
+1,561
418
$47K 0.04%
6,300
-2,000
419
$47K 0.04%
6,200
+3,600
420
$46K 0.03%
+416
421
$46K 0.03%
110
+10
422
$46K 0.03%
2,015
423
$46K 0.03%
430
+37
424
$46K 0.03%
4,400
425
$46K 0.03%
+2,800
15 16
17
18 19