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
526
$245K 0.02%
+2,318
527
$244K 0.02%
4,017
-79
528
$242K 0.02%
2,267
529
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530
$238K 0.02%
3,215
531
$237K 0.02%
+4,228
532
$237K 0.02%
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533
$236K 0.02%
12,515
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534
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535
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536
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537
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538
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539
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4,257
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540
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183
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541
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546
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548
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10,475
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549
$224K 0.02%
9,310
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550
$224K 0.02%
2,708
+311
20 21
22
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