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
401
$373K 0.03%
9,450
-300
402
$371K 0.03%
19,000
-3,000
403
$370K 0.03%
7,401
+1,847
404
$367K 0.03%
+14,846
405
$367K 0.03%
+15,200
406
$366K 0.03%
5,981
+101
407
$365K 0.03%
587
+11
408
$364K 0.03%
20,892
409
$364K 0.03%
+8,878
410
$361K 0.03%
+4,039
411
$360K 0.03%
26,486
+10,477
412
$359K 0.03%
4,469
+33
413
$358K 0.03%
7,092
-4,472
414
$356K 0.03%
33,782
415
$352K 0.03%
+3,617
416
$350K 0.03%
5,697
+100
417
$348K 0.03%
17,140
+303
418
$348K 0.03%
+3,403
419
$345K 0.03%
+1,629
420
$344K 0.03%
+2,033
421
$344K 0.03%
21,225
422
$343K 0.03%
+10,000
423
$343K 0.03%
7,410
424
$341K 0.03%
+2,492
425
$341K 0.03%
+22,437
15 16
17
18 19