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
$1.44B
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$4.36M
3
+$3.65M
4
GS icon
Goldman Sachs
GS
+$2.9M
5
BAC icon
Bank of America
BAC
+$2.71M

Top Sells

1
+$3.53M
2
+$2.47M
3
+$2.25M
4
VZ icon
Verizon
VZ
+$2.07M
5
MRK icon
Merck
MRK
+$2.01M

Sector Composition

1 Technology 12.14%
2 Consumer Discretionary 8.43%
3 Healthcare 8%
4 Communication Services 5.28%
5 Industrials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$395K 0.03%
14,380
402
$393K 0.03%
2,033
403
$391K 0.03%
22,352
+5,182
404
$390K 0.03%
8,296
-2,755
405
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+1,022
406
$387K 0.03%
2,764
+104
407
$384K 0.03%
6,320
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408
$382K 0.03%
3,894
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409
$381K 0.03%
587
410
$380K 0.03%
7,776
-1,102
411
$377K 0.03%
8,099
+300
412
$372K 0.03%
1,510
+288
413
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17,100
+5,000
414
$372K 0.03%
7,457
+56
415
$368K 0.03%
9,354
+3,904
416
$368K 0.03%
5,388
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417
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11,530
-5,645
418
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8,657
419
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2,193
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420
$364K 0.03%
7,123
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421
$361K 0.03%
1,187
-36
422
$361K 0.03%
7,410
423
$357K 0.02%
4,078
+39
424
$357K 0.02%
+8,546
425
$357K 0.02%
4,083
+288
15 16
17
18 19