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
$651K
AUM Growth
-$576M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$3.51K
2
+$2.93K
3
+$2.32K
4
VUG icon
Vanguard Growth ETF
VUG
+$2.05K
5
ALTG icon
Alta Equipment Group
ALTG
+$1.97K

Top Sells

1
+$3.42M
2
+$1.45M
3
+$1.37M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$1.31M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.2M

Sector Composition

1 Technology 8.01%
2 Consumer Discretionary 4.49%
3 Financials 3.81%
4 Energy 3.49%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.62K 0.4%
71,051
+32,722
52
$2.61K 0.4%
226,011
+33,167
53
$2.51K 0.39%
29,620
+3,608
54
$2.5K 0.38%
14,763
-491
55
$2.45K 0.38%
18,766
+145
56
$2.33K 0.36%
9,568
+254
57
$2.31K 0.36%
6,314
-377
58
$2.3K 0.35%
22,925
-1,070
59
$2.25K 0.35%
17,885
+10,816
60
$2.23K 0.34%
26,537
+2,092
61
$2.21K 0.34%
55,722
-12,957
62
$2.18K 0.34%
45,539
-8,491
63
$2.08K 0.32%
23,287
+399
64
$2.05K 0.31%
41,210
-2,843
65
$1.98K 0.3%
22,818
-4,432
66
$1.97K 0.3%
+201,664
67
$1.95K 0.3%
17,732
-2,746
68
$1.93K 0.3%
37,053
+26,076
69
$1.89K 0.29%
45,909
-1,405
70
$1.83K 0.28%
73,540
-990
71
$1.82K 0.28%
91,148
+500
72
$1.8K 0.28%
16,097
-314
73
$1.78K 0.27%
16,236
-1,624
74
$1.75K 0.27%
8,217
-152
75
$1.74K 0.27%
18,212
-62
1 2
3
4 5