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
$1.44B
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$4.36M
3
+$3.65M
4
GS icon
Goldman Sachs
GS
+$2.9M
5
BAC icon
Bank of America
BAC
+$2.71M

Top Sells

1
+$3.53M
2
+$2.47M
3
+$2.25M
4
VZ icon
Verizon
VZ
+$2.07M
5
MRK icon
Merck
MRK
+$2.01M

Sector Composition

1 Technology 12.14%
2 Consumer Discretionary 8.43%
3 Healthcare 8%
4 Communication Services 5.28%
5 Industrials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$302K 0.02%
2,216
+33
477
$301K 0.02%
7,501
+2,576
478
$300K 0.02%
5,202
-14,580
479
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19,208
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480
$299K 0.02%
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481
$299K 0.02%
1,309
-512
482
$291K 0.02%
5,493
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483
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1,395
-14
484
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5,937
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485
$287K 0.02%
26,859
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486
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18,350
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487
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1,990
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488
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489
$283K 0.02%
3,340
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490
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31,717
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491
$282K 0.02%
36,194
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18,636
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493
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494
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1,077
-75
495
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496
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10,744
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497
$274K 0.02%
4,963
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498
$272K 0.02%
+4,326
499
$270K 0.02%
6,028
+300
500
$268K 0.02%
2,420
-32
18 19
20
21 22