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
$1.3B
AUM Growth
+$398M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$35.2M
3
+$18.7M
4
HD icon
Home Depot
HD
+$10M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$9.97M

Top Sells

1
+$2.17M
2
+$1.08M
3
+$955K
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$928K
5
BABA icon
Alibaba
BABA
+$783K

Sector Composition

1 Technology 11.46%
2 Consumer Discretionary 8.27%
3 Healthcare 7.98%
4 Communication Services 5.62%
5 Industrials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$277K 0.02%
+943
477
$277K 0.02%
13,475
+1,650
478
$276K 0.02%
+1,409
479
$275K 0.02%
+10,972
480
$273K 0.02%
+7,500
481
$270K 0.02%
17,095
+1,096
482
$269K 0.02%
2,459
483
$268K 0.02%
+2,105
484
$267K 0.02%
+2,327
485
$266K 0.02%
+6,900
486
$264K 0.02%
9,648
+1,466
487
$264K 0.02%
5,348
+594
488
$264K 0.02%
+5,728
489
$263K 0.02%
+3,235
490
$260K 0.02%
14,532
-15,600
491
$260K 0.02%
+385
492
$259K 0.02%
+4,776
493
$258K 0.02%
+894
494
$255K 0.02%
4,115
-946
495
$254K 0.02%
+4,253
496
$253K 0.02%
+2,452
497
$252K 0.02%
25,611
498
$250K 0.02%
2,648
+106
499
$249K 0.02%
+3,122
500
$248K 0.02%
17,204
18 19
20
21 22