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
$1.44B
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$4.36M
3
+$3.65M
4
GS icon
Goldman Sachs
GS
+$2.9M
5
BAC icon
Bank of America
BAC
+$2.71M

Top Sells

1
+$3.53M
2
+$2.47M
3
+$2.25M
4
VZ icon
Verizon
VZ
+$2.07M
5
MRK icon
Merck
MRK
+$2.01M

Sector Composition

1 Technology 12.14%
2 Consumer Discretionary 8.43%
3 Healthcare 8%
4 Communication Services 5.28%
5 Industrials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$322K 0.02%
5,158
-46
452
$322K 0.02%
+4,579
453
$321K 0.02%
3,118
-285
454
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4,760
+507
455
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+4,545
456
$321K 0.02%
4,085
-179
457
$319K 0.02%
2,376
-116
458
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459
$318K 0.02%
8,506
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460
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+5,632
461
$314K 0.02%
1,687
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462
$314K 0.02%
+52,633
463
$313K 0.02%
3,356
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464
$313K 0.02%
2,364
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465
$311K 0.02%
11,926
+2,384
466
$310K 0.02%
22,062
+4,858
467
$308K 0.02%
4,350
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468
$306K 0.02%
4,220
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469
$305K 0.02%
2,490
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470
$305K 0.02%
6,054
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471
$305K 0.02%
7,049
-2,283
472
$304K 0.02%
+3,145
473
$304K 0.02%
5,786
-27
474
$304K 0.02%
+17,556
475
$303K 0.02%
16,718
-4,174
17 18
19
20 21