BRWM
B. Riley Wealth Management Portfolio holdings
AUM
$85.5M
1-Year Return
3.47%
This Quarter Return
+4.64%
1 Year Return
+3.47%
3 Year Return
+49.6%
5 Year Return
–
10 Year Return
–
AUM
$133M
AUM Growth
+$10.8M
(+8.8%)
Cap. Flow
+$8.68M
Cap. Flow
% of AUM
6.52%
Top 10 Holdings %
Top 10 Hldgs %
13.99%
Holding
1,192
New
129
Increased
270
Reduced
250
Closed
124
Top Buys
| 1 |
First Trust Energy AlphaDEX Fund
FXN
|
+$1.02M |
| 2 |
NXP Semiconductors
NXPI
|
+$993K |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
+$834K |
| 4 |
Burlington
BURL
|
+$831K |
| 5 |
Amgen
AMGN
|
+$783K |
Top Sells
| 1 |
First Trust Financials AlphaDEX Fund
FXO
|
+$1.21M |
| 2 |
Apple
AAPL
|
+$1.16M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$969K |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$868K |
| 5 |
Nike
NKE
|
+$849K |
Sector Composition
| 1 | Healthcare | 8.21% |
| 2 | Energy | 8.15% |
| 3 | Industrials | 7.56% |
| 4 | Consumer Discretionary | 7.53% |
| 5 | Technology | 6.49% |
