We are live on ! Find out more
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
$775M
AUM Growth
-$72.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.11M
3
+$2.11M
4
AWH
Aspira Women's Health Inc. Common Stock
AWH
+$1.79M
5
BHK icon
BlackRock Core Bond Trust
BHK
+$1.74M

Top Sells

1
+$13.2M
2
+$12M
3
+$11.7M
4
AAPL icon
Apple
AAPL
+$10.8M
5
VTHR icon
Vanguard Russell 3000 ETF
VTHR
+$7.59M

Sector Composition

1 Technology 13.01%
2 Consumer Discretionary 9%
3 Healthcare 8.99%
4 Communication Services 5.7%
5 Real Estate 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-470
402
– –
-13,800
403
– –
-21,899
404
– –
-16,172
405
– –
-5,041
406
– –
-25,521
407
– –
-11,859
408
– –
-10,383
409
– –
-3,478
410
– –
-2,631
411
– –
-15,746
412
– –
-54,384
413
– –
-18,900
414
– –
-12,090
415
– –
-2,396
416
– –
-11,310
417
– –
-12,155
418
– –
-13,940
419
– –
-20,121
420
– –
-88,028
421
– –
-5,090
422
– –
-13,029
423
– –
-6,863
424
– –
-10,760
425
– –
-4,485
15 16
17
18 19