BRWM
B. Riley Wealth Management Portfolio holdings
AUM
$85.5M
This Quarter Return
+2.26%
1 Year Return
+3.47%
3 Year Return
+49.6%
5 Year Return
–
10 Year Return
–
AUM
$135M
AUM Growth
–
Cap. Flow
+$135M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
16.08%
Holding
1,096
New
1,089
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
First Trust Technology AlphaDEX Fund
FXL
|
$2.85M |
| 2 |
First Trust Financials AlphaDEX Fund
FXO
|
$2.85M |
| 3 |
First Trust Energy AlphaDEX Fund
FXN
|
$2.8M |
| 4 |
GPOR
Gulfport Energy Corp.
GPOR
|
$2.46M |
| 5 |
First Trust Materials AlphaDEX Fund
FXZ
|
$2.25M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 11.11% |
| 2 | Industrials | 7.64% |
| 3 | Technology | 7.24% |
| 4 | Healthcare | 6.97% |
| 5 | Financials | 6.87% |
