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
501
$248K 0.02%
+9,542
502
$246K 0.02%
+1,122
503
$246K 0.02%
15,721
+693
504
$245K 0.02%
+2,183
505
$244K 0.02%
+1,222
506
$243K 0.02%
3,215
507
$242K 0.02%
+1,818
508
$241K 0.02%
+1,071
509
$240K 0.02%
4,868
-209
510
$240K 0.02%
+6,006
511
$240K 0.02%
1,001
+34
512
$240K 0.02%
4,634
-1,050
513
$240K 0.02%
+12,100
514
$239K 0.02%
+5,616
515
$239K 0.02%
+7,425
516
$238K 0.02%
+3,516
517
$236K 0.02%
4,943
-1,057
518
$236K 0.02%
+477
519
$235K 0.02%
17,535
520
$234K 0.02%
+8,659
521
$233K 0.02%
+25,625
522
$233K 0.02%
+4,252
523
$232K 0.02%
+1,438
524
$232K 0.02%
2,225
525
$230K 0.02%
17,471
+501
19 20
21
22 23