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
526
$229K 0.02%
+3,795
527
$229K 0.02%
+2,533
528
$228K 0.02%
+11,926
529
$227K 0.02%
5,356
-570
530
$226K 0.02%
+3,809
531
$224K 0.02%
4,096
+141
532
$224K 0.02%
2,531
+257
533
$223K 0.02%
+2,267
534
$223K 0.02%
+8,000
535
$222K 0.02%
+9,694
536
$222K 0.02%
4,796
+141
537
$222K 0.02%
12,587
-1,824
538
$221K 0.02%
25,791
+8,115
539
$221K 0.02%
2,511
-28
540
$220K 0.02%
+4,925
541
$219K 0.02%
2,427
-260
542
$218K 0.02%
21,819
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543
$218K 0.02%
1,194
+118
544
$218K 0.02%
+2,130
545
$218K 0.02%
+3,387
546
$218K 0.02%
+3,722
547
$217K 0.02%
94
548
$216K 0.02%
7,950
549
$214K 0.02%
2,918
-1,000
550
$213K 0.02%
+545
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