BRWM

B. Riley Wealth Management Portfolio holdings

AUM $85.5M
1-Year Est. Return 3.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$952M
AUM Growth
+$285M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$20M
3
+$18.3M
4
AAPL icon
Apple
AAPL
+$17.6M
5
AMT icon
American Tower
AMT
+$14.9M

Top Sells

1
+$5.06M
2
+$3.97M
3
+$3.88M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.41M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.49M

Sector Composition

1 Technology 10.07%
2 Healthcare 7.73%
3 Consumer Discretionary 6.43%
4 Energy 6.24%
5 Industrials 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$103K 0.01%
+20,344
477
$103K 0.01%
+4,258
478
$97K 0.01%
1,214
+596
479
$97K 0.01%
3,060
-5,055
480
$96K 0.01%
+1,283
481
$96K 0.01%
14,993
+1,627
482
$94K 0.01%
+13,074
483
$94K 0.01%
+1,889
484
$93K 0.01%
+13,232
485
$91K 0.01%
+16,248
486
$84K 0.01%
+29,200
487
$83K 0.01%
20,748
-3,667
488
$81K 0.01%
+3,384
489
$80K 0.01%
+10,000
490
$77K 0.01%
+18,920
491
$76K 0.01%
5,486
-9,996
492
$75K 0.01%
+22,083
493
$72K 0.01%
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494
$70K 0.01%
+3,554
495
$70K 0.01%
22,668
+9,547
496
$69K 0.01%
+12,783
497
$68K 0.01%
18,665
498
$64K 0.01%
38,888
499
$61K 0.01%
+10,000
500
$61K 0.01%
18,962
-1,700
18 19
20
21 22