BRWM
B. Riley Wealth Management Portfolio holdings
AUM
$85.5M
This Quarter Return
+6.48%
1 Year Return
+3.47%
3 Year Return
+49.6%
5 Year Return
–
10 Year Return
–
AUM
$667M
AUM Growth
+$93.8M
(+16%)
Cap. Flow
+$51.7M
Cap. Flow
% of AUM
7.75%
Top 10 Holdings %
Top 10 Hldgs %
25.83%
Holding
451
New
57
Increased
175
Reduced
127
Closed
51
Top Buys
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$2.36M |
| 2 |
iShares Morningstar Mid-Cap Growth ETF
IMCG
|
$1.85M |
| 3 |
UnitedHealth
UNH
|
$1.83M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.54M |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$1.49M |
Sector Composition
| 1 | Technology | 9.72% |
| 2 | Consumer Discretionary | 4.59% |
| 3 | Financials | 4.15% |
| 4 | Energy | 3.81% |
| 5 | Communication Services | 3.61% |
