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
451
$39K 0.03%
1,148
452
$39K 0.03%
1,494
453
$39K 0.03%
785
454
$39K 0.03%
696
455
$39K 0.03%
1,000
456
$39K 0.03%
900
-115
457
$39K 0.03%
+1,000
458
$39K 0.03%
475
-65
459
$38K 0.03%
800
460
$38K 0.03%
+690
461
$38K 0.03%
642
-292
462
$38K 0.03%
500
463
$38K 0.03%
2,000
464
$38K 0.03%
1,440
-100
465
$38K 0.03%
350
+100
466
$38K 0.03%
800
+350
467
$38K 0.03%
500
468
$37K 0.03%
1,268
+6
469
$37K 0.03%
300
470
$37K 0.03%
3,365
-2,585
471
$37K 0.03%
211
+1
472
$37K 0.03%
279
+1
473
$37K 0.03%
676
+2
474
$37K 0.03%
3,000
+1,350
475
$37K 0.03%
347
+225
17 18
19
20 21