BRWM
B. Riley Wealth Management Portfolio holdings
AUM
$85.5M
1-Year Return
3.47%
This Quarter Return
-3.8%
1 Year Return
+3.47%
3 Year Return
+49.6%
5 Year Return
–
10 Year Return
–
AUM
$1.3B
AUM Growth
-$146M
(-10%)
Cap. Flow
-$106M
Cap. Flow
% of AUM
-8.14%
Top 10 Holdings %
Top 10 Hldgs %
24.79%
Holding
721
New
67
Increased
263
Reduced
254
Closed
95
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$16M |
| 2 |
Amgen
AMGN
|
+$15.5M |
| 3 |
Bank of America
BAC
|
+$11.3M |
| 4 |
JPMorgan Chase
JPM
|
+$11.3M |
| 5 |
Invesco DB Commodity Index Tracking Fund
DBC
|
+$7.61M |
Sector Composition
| 1 | Technology | 11.68% |
| 2 | Healthcare | 8.42% |
| 3 | Consumer Discretionary | 7.64% |
| 4 | Industrials | 5.34% |
| 5 | Communication Services | 4.77% |
