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
$651K
AUM Growth
-$576M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$3.51K
2
+$2.93K
3
+$2.32K
4
VUG icon
Vanguard Growth ETF
VUG
+$2.05K
5
ALTG icon
Alta Equipment Group
ALTG
+$1.97K

Top Sells

1
+$3.42M
2
+$1.45M
3
+$1.37M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$1.31M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.2M

Sector Composition

1 Technology 8.01%
2 Consumer Discretionary 4.49%
3 Financials 3.81%
4 Energy 3.49%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.25K 0.81%
270,707
+119,682
27
$5.17K 0.8%
27,790
+1,012
28
$5.14K 0.79%
26,610
-5,295
29
$4.76K 0.73%
106,520
+4,594
30
$4.3K 0.66%
270,028
-7,475
31
$4.23K 0.65%
39,203
-8,471
32
$4.18K 0.64%
25,004
-1,124
33
$4.04K 0.62%
47,071
-12,062
34
$3.93K 0.6%
26,176
+1,598
35
$3.81K 0.59%
42,450
-1,425
36
$3.8K 0.58%
27,268
+424
37
$3.76K 0.58%
23,983
+1,326
38
$3.67K 0.56%
99,615
+2,634
39
$3.56K 0.55%
70,610
+7,200
40
$3.35K 0.51%
58,662
-8,738
41
$3.26K 0.5%
32,741
-4,604
42
$3.21K 0.49%
62,959
+725
43
$3.08K 0.47%
106,498
+4,455
44
$3.04K 0.47%
17,399
-8,918
45
$2.96K 0.46%
10,083
+135
46
$2.93K 0.45%
+51,910
47
$2.84K 0.44%
52,480
-22,020
48
$2.84K 0.44%
66,758
-8,120
49
$2.82K 0.43%
67,621
-14,649
50
$2.67K 0.41%
422,893
-6,656
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