BRWM
B. Riley Wealth Management Portfolio holdings
AUM
$85.5M
1-Year Return
3.47%
This Quarter Return
-7.42%
1 Year Return
+3.47%
3 Year Return
+49.6%
5 Year Return
–
10 Year Return
–
AUM
$70.5M
AUM Growth
-$55.2M
(-44%)
Cap. Flow
-$48.1M
Cap. Flow
% of AUM
-68.21%
Top 10 Holdings %
Top 10 Hldgs %
25.26%
Holding
1,062
New
7
Increased
48
Reduced
79
Closed
910
Top Buys
Top Sells
| 1 |
ProShares Short S&P500
SH
|
+$2.28M |
| 2 |
Invesco Dorsey Wright Momentum ETF
PDP
|
+$1.59M |
| 3 |
First Trust Technology AlphaDEX Fund
FXL
|
+$1.52M |
| 4 |
Apple
AAPL
|
+$940K |
| 5 |
Starbucks
SBUX
|
+$753K |
Sector Composition
| 1 | Industrials | 9.11% |
| 2 | Healthcare | 8.08% |
| 3 | Technology | 7.35% |
| 4 | Communication Services | 6.76% |
| 5 | Consumer Staples | 6.59% |
