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
451
$306K 0.02%
+5,760
452
$305K 0.02%
+49,045
453
$303K 0.02%
+2,353
454
$303K 0.02%
+3,425
455
$302K 0.02%
3,694
+982
456
$302K 0.02%
+7,440
457
$302K 0.02%
4,734
-314
458
$301K 0.02%
7,327
+533
459
$300K 0.02%
+4,999
460
$300K 0.02%
4,410
-8
461
$300K 0.02%
4,264
462
$298K 0.02%
1,167
-30
463
$297K 0.02%
+12,800
464
$295K 0.02%
5,700
465
$293K 0.02%
+4,193
466
$292K 0.02%
3,642
467
$291K 0.02%
5,863
+304
468
$290K 0.02%
1,095
469
$289K 0.02%
+964
470
$285K 0.02%
+8,073
471
$284K 0.02%
+3,320
472
$281K 0.02%
+3,616
473
$280K 0.02%
1,152
+41
474
$280K 0.02%
17,850
+4,650
475
$278K 0.02%
18,022
+401
17 18
19
20 21