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
401
$240K 0.03%
+5,933
402
$239K 0.03%
1,875
+324
403
$239K 0.03%
+11,857
404
$238K 0.03%
2,602
-5,365
405
$238K 0.03%
5,328
+1,328
406
$235K 0.02%
5,872
-87
407
$235K 0.02%
5,600
-10,991
408
$235K 0.02%
+12,628
409
$234K 0.02%
1,419
+660
410
$232K 0.02%
+18,647
411
$229K 0.02%
5,108
412
$229K 0.02%
+23,978
413
$227K 0.02%
2,359
-5,573
414
$225K 0.02%
8,114
-982
415
$224K 0.02%
4,538
-14,637
416
$222K 0.02%
+15,097
417
$222K 0.02%
+24,245
418
$222K 0.02%
+5,910
419
$219K 0.02%
+3,678
420
$218K 0.02%
+4,463
421
$214K 0.02%
+5,710
422
$213K 0.02%
9,546
-834
423
$212K 0.02%
+7,465
424
$212K 0.02%
+1,725
425
$212K 0.02%
+10,792
15 16
17
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