BRWM

B. Riley Wealth Management Portfolio holdings

AUM $85.5M
1-Year Est. Return 3.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$952M
AUM Growth
+$285M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$20M
3
+$18.3M
4
AAPL icon
Apple
AAPL
+$17.6M
5
AMT icon
American Tower
AMT
+$14.9M

Top Sells

1
+$5.06M
2
+$3.97M
3
+$3.88M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.41M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.49M

Sector Composition

1 Technology 10.07%
2 Healthcare 7.73%
3 Consumer Discretionary 6.43%
4 Energy 6.24%
5 Industrials 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$210K 0.02%
10,088
+1,519
427
$209K 0.02%
30,786
428
$209K 0.02%
+5,404
429
$208K 0.02%
+11,651
430
$208K 0.02%
14,276
+7,128
431
$207K 0.02%
+3,764
432
$207K 0.02%
+15,950
433
$206K 0.02%
1,142
-1,137
434
$205K 0.02%
+1,485
435
$205K 0.02%
+4,567
436
$203K 0.02%
36,200
+22,528
437
$196K 0.02%
+13,205
438
$193K 0.02%
+16,964
439
$189K 0.02%
+13,523
440
$187K 0.02%
+12,805
441
$185K 0.02%
+21,540
442
$185K 0.02%
+25,103
443
$182K 0.02%
21,268
+839
444
$181K 0.02%
13,450
+2,550
445
$180K 0.02%
+3,997
446
$178K 0.02%
+20,952
447
$176K 0.02%
15,506
448
$176K 0.02%
+19,642
449
$174K 0.02%
+13,901
450
$170K 0.02%
+24,000
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