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
$573M
AUM Growth
+$573M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.85M
3
+$1.73M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.49M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$1.38M

Top Sells

1
+$4.55M
2
+$2.71M
3
+$2.18M
4
AAPL icon
Apple
AAPL
+$1.15M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.15M

Sector Composition

1 Technology 8.57%
2 Consumer Discretionary 4.74%
3 Financials 3.92%
4 Energy 3.74%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.76M 0.83%
268,028
-2,000
27
$4.69M 0.82%
107,940
+1,420
28
$4.34M 0.76%
86,165
+15,555
29
$4.34M 0.76%
24,354
-2,256
30
$4.3M 0.75%
25,635
+631
31
$4.01M 0.7%
26,568
+392
32
$3.83M 0.67%
24,902
+919
33
$3.83M 0.67%
96,711
-2,904
34
$3.82M 0.67%
41,866
-584
35
$3.72M 0.65%
34,443
-4,760
36
$3.65M 0.64%
60,820
+49,090
37
$3.62M 0.63%
59,939
+1,277
38
$3.61M 0.63%
41,430
-5,641
39
$3.54M 0.62%
27,371
+103
40
$3.34M 0.58%
17,667
-24,102
41
$3.33M 0.58%
32,617
-124
42
$3.24M 0.57%
12,031
-10,079
43
$3.09M 0.54%
33,742
+18,906
44
$2.91M 0.51%
10,683
+4,362
45
$2.88M 0.5%
17,028
-371
46
$2.88M 0.5%
9,880
-203
47
$2.84M 0.5%
99,332
-7,166
48
$2.8M 0.49%
241,283
+15,272
49
$2.77M 0.48%
68,752
+1,994
50
$2.74M 0.48%
44,860
-7,620
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