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
551
$212K 0.02%
4,425
+225
552
$212K 0.02%
5,748
-594
553
$212K 0.02%
+318
554
$211K 0.02%
+10,090
555
$210K 0.02%
+1,385
556
$209K 0.02%
+3,373
557
$208K 0.02%
+50,000
558
$208K 0.02%
20,000
-10,000
559
$208K 0.02%
+385
560
$208K 0.02%
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561
$206K 0.02%
+5,450
562
$205K 0.02%
1,460
-1,251
563
$205K 0.02%
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564
$204K 0.02%
19,399
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565
$204K 0.02%
+1,594
566
$203K 0.02%
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567
$202K 0.02%
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568
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569
$201K 0.02%
24,544
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570
$201K 0.02%
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571
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4,880
-296
572
$201K 0.02%
2,547
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573
$200K 0.02%
+2,090
574
$200K 0.02%
8,375
-375
575
$195K 0.02%
1,925
+925
21 22
23
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