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
$133M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$993K
3
+$834K
4
BURL icon
Burlington
BURL
+$831K
5
AMGN icon
Amgen
AMGN
+$783K

Top Sells

1
+$1.21M
2
+$1.16M
3
+$969K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$868K
5
NKE icon
Nike
NKE
+$849K

Sector Composition

1 Healthcare 8.21%
2 Energy 8.15%
3 Industrials 7.56%
4 Consumer Discretionary 7.53%
5 Technology 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$45K 0.03%
1,076
-118
427
$45K 0.03%
+2,000
428
$44K 0.03%
+1,455
429
$44K 0.03%
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$43K 0.03%
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431
$43K 0.03%
1,539
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432
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1,000
433
$43K 0.03%
885
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434
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720
435
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661
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436
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654
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437
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1,508
438
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439
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440
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828
442
$41K 0.03%
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443
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448
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426
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449
$39K 0.03%
573
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450
$39K 0.03%
+728
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