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
551
$223K 0.02%
4,822
+26
552
$221K 0.02%
+2,136
553
$221K 0.02%
+1,370
554
$219K 0.02%
1,859
-246
555
$219K 0.02%
+2,181
556
$219K 0.02%
+3,498
557
$218K 0.02%
+4,548
558
$218K 0.02%
1,488
+28
559
$216K 0.02%
+3,942
560
$216K 0.02%
2,459
561
$216K 0.02%
7,950
562
$216K 0.02%
3,374
+1
563
$216K 0.02%
567
+22
564
$215K 0.01%
+3,602
565
$214K 0.01%
+831
566
$214K 0.01%
378
-122
567
$214K 0.01%
4,809
-71
568
$213K 0.01%
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569
$212K 0.01%
7,954
-1,694
570
$211K 0.01%
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571
$209K 0.01%
10,212
-4,320
572
$209K 0.01%
5,355
-261
573
$209K 0.01%
+11,070
574
$208K 0.01%
+2,698
575
$208K 0.01%
+4,510
21 22
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