BRWM
B. Riley Wealth Management Portfolio holdings
AUM
$85.5M
1-Year Return
3.47%
This Quarter Return
+19.73%
1 Year Return
+3.47%
3 Year Return
+49.6%
5 Year Return
–
10 Year Return
–
AUM
$911M
AUM Growth
-$40.3M
(-4.2%)
Cap. Flow
-$208M
Cap. Flow
% of AUM
-22.81%
Top 10 Holdings %
Top 10 Hldgs %
27.81%
Holding
589
New
71
Increased
76
Reduced
251
Closed
170
Top Buys
| 1 |
iShares California Muni Bond ETF
CMF
|
$20.3M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$18.6M |
| 3 |
Vanguard Growth ETF
VUG
|
$17.5M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$16.9M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$16.6M |
Top Sells
| 1 |
Apple
AAPL
|
$33.1M |
| 2 |
Amazon
AMZN
|
$22.9M |
| 3 |
Home Depot
HD
|
$12.5M |
| 4 |
Invesco QQQ Trust
QQQ
|
$10.9M |
| 5 |
Enterprise Products Partners
EPD
|
$9.2M |
Sector Composition
| 1 | Technology | 9.01% |
| 2 | Healthcare | 7.51% |
| 3 | Real Estate | 5.58% |
| 4 | Consumer Discretionary | 5.24% |
| 5 | Industrials | 4.86% |
