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
$573M
AUM Growth
+$573M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.85M
3
+$1.73M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.49M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$1.38M

Top Sells

1
+$4.55M
2
+$2.71M
3
+$2.18M
4
AAPL icon
Apple
AAPL
+$1.15M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.15M

Sector Composition

1 Technology 8.57%
2 Consumer Discretionary 4.74%
3 Financials 3.92%
4 Energy 3.74%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.7M 0.47%
430,698
+7,805
52
$2.66M 0.46%
46,884
-5,026
53
$2.66M 0.46%
70,920
-131
54
$2.64M 0.46%
64,032
+33,558
55
$2.49M 0.43%
50,120
-12,839
56
$2.48M 0.43%
26,409
-128
57
$2.41M 0.42%
24,015
+1,090
58
$2.4M 0.42%
83,862
+17,336
59
$2.39M 0.42%
38,650
-2,560
60
$2.39M 0.42%
14,730
-33
61
$2.36M 0.41%
20,022
+3,925
62
$2.35M 0.41%
45,618
+79
63
$2.26M 0.39%
6,327
+13
64
$2.11M 0.37%
17,890
+5
65
$2.11M 0.37%
40,160
+3,107
66
$2.1M 0.37%
15,105
+7,086
67
$2.08M 0.36%
16,141
-2,625
68
$2.04M 0.36%
18,092
+360
69
$2M 0.35%
201,664
70
$1.99M 0.35%
9,169
-399
71
$1.95M 0.34%
22,561
-257
72
$1.92M 0.34%
75,040
+1,500
73
$1.88M 0.33%
76,971
+16,201
74
$1.85M 0.32%
+45,588
75
$1.83M 0.32%
53,478
-2,244
1 2
3
4 5