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
$1.3B
AUM Growth
+$398M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$35.2M
3
+$18.7M
4
HD icon
Home Depot
HD
+$10M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$9.97M

Top Sells

1
+$2.17M
2
+$1.08M
3
+$955K
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$928K
5
BABA icon
Alibaba
BABA
+$783K

Sector Composition

1 Technology 11.46%
2 Consumer Discretionary 8.27%
3 Healthcare 7.98%
4 Communication Services 5.62%
5 Industrials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$341K 0.03%
20,072
+562
427
$341K 0.03%
+54,684
428
$335K 0.03%
+2,091
429
$334K 0.03%
6,628
-339
430
$333K 0.03%
+2,557
431
$332K 0.03%
+645
432
$331K 0.03%
+24,800
433
$330K 0.03%
+8,657
434
$330K 0.03%
34,194
-9,585
435
$328K 0.03%
2,788
436
$326K 0.03%
3,685
+2
437
$324K 0.02%
+13,515
438
$324K 0.02%
+1,469
439
$323K 0.02%
+5,204
440
$322K 0.02%
+2,660
441
$317K 0.02%
5,813
+1,150
442
$316K 0.02%
4,219
+73
443
$313K 0.02%
1,223
+7
444
$313K 0.02%
8,787
+1,132
445
$312K 0.02%
65
+4
446
$312K 0.02%
+2,858
447
$310K 0.02%
2,092
+317
448
$308K 0.02%
+5,054
449
$307K 0.02%
18,349
-23,036
450
$307K 0.02%
+5,400
16 17
18
19 20