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
$133M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$993K
3
+$834K
4
BURL icon
Burlington
BURL
+$831K
5
AMGN icon
Amgen
AMGN
+$783K

Top Sells

1
+$1.21M
2
+$1.16M
3
+$969K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$868K
5
NKE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$14K 0.01%
515
702
$13K 0.01%
145
703
$13K 0.01%
+1,000
704
$13K 0.01%
+434
705
$13K 0.01%
+400
706
$13K 0.01%
1,000
-75
707
$13K 0.01%
810
708
$13K 0.01%
254
709
$13K 0.01%
500
710
$13K 0.01%
96
+65
711
$13K 0.01%
167
-4,799
712
$13K 0.01%
+100
713
$13K 0.01%
128
+113
714
$13K 0.01%
159
715
$13K 0.01%
+175
716
$13K 0.01%
2,000
717
$13K 0.01%
400
718
$13K 0.01%
134
+1
719
$12K 0.01%
478
720
$12K 0.01%
200
-100
721
$12K 0.01%
105
722
$12K 0.01%
486
723
$12K 0.01%
18
-6
724
$12K 0.01%
1,000
725
$12K 0.01%
228
+1
27 28
29
30 31