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
$952M
AUM Growth
+$285M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$15.2M
3
+$14M
4
GOOD
Gladstone Commercial Corp
GOOD
+$13.8M
5
AMZN icon
Amazon
AMZN
+$13.1M

Top Sells

1
+$4.26M
2
+$3.97M
3
+$3.84M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.34M
5
ALTG icon
Alta Equipment Group
ALTG
+$2.02M

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
451
$169K 0.02%
+80,369
452
$169K 0.02%
+20,876
453
$169K 0.02%
+27,947
454
$166K 0.02%
+25,923
455
$156K 0.02%
+12,314
456
$153K 0.02%
+11,940
457
$149K 0.02%
+504
458
$146K 0.02%
19,105
+7,975
459
$146K 0.02%
+29,087
460
$145K 0.02%
+12,263
461
$144K 0.02%
+13,800
462
$142K 0.01%
+1,549
463
$142K 0.01%
56,616
464
$141K 0.01%
24,191
+6,710
465
$139K 0.01%
+13,625
466
$136K 0.01%
6,689
+4,089
467
$134K 0.01%
+13,373
468
$131K 0.01%
26,664
+2,968
469
$129K 0.01%
+13,359
470
$127K 0.01%
12,090
-425
471
$126K 0.01%
+22,000
472
$124K 0.01%
+14,952
473
$113K 0.01%
+15,690
474
$111K 0.01%
17,400
+1,500
475
$106K 0.01%
31,300
+3,700
17 18
19
20 21