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
Financial Select Sector SPDR Fund
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
51
$573K 0.43%
16,118
+8,768
52
$571K 0.43%
5,280
+904
53
$567K 0.43%
9,121
+267
54
$545K 0.41%
3,778
+100
55
$540K 0.41%
11,071
+1
56
$538K 0.4%
9,656
-4,741
57
$535K 0.4%
7,015
-1,426
58
$533K 0.4%
6,507
-1,286
59
$518K 0.39%
3,738
+1,481
60
$501K 0.38%
+7,000
61
$498K 0.37%
9,096
-200
62
$494K 0.37%
23,364
-41,036
63
$475K 0.36%
10,708
+7,733
64
$468K 0.35%
12,056
+1,605
65
$466K 0.35%
3,943
+2,525
66
$459K 0.35%
5,401
+227
67
$456K 0.34%
4,695
+302
68
$452K 0.34%
5,442
+1,881
69
$451K 0.34%
31,350
-1,860
70
$447K 0.34%
9,432
+294
71
$446K 0.34%
13,710
-250
72
$443K 0.33%
16,144
+401
73
$443K 0.33%
10,918
-12,341
74
$438K 0.33%
15,100
+4,500
75
$436K 0.33%
4,158
-217
1 2
3
4 5