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
$667M
AUM Growth
+$93.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$5.33M
3
+$3.99M
4
HYZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
+$2.52M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.46M

Top Sells

1
+$2.36M
2
+$1.85M
3
+$1.83M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.54M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.49M

Sector Composition

1 Technology 9.72%
2 Consumer Discretionary 4.59%
3 Financials 4.15%
4 Energy 3.81%
5 Communication Services 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.05M 0.46%
68,531
-221
52
$3.01M 0.45%
16,983
-45
53
$2.99M 0.45%
245,610
+4,327
54
$2.96M 0.44%
105,230
+5,898
55
$2.95M 0.44%
39,750
+1,100
56
$2.94M 0.44%
48,686
+1,802
57
$2.91M 0.44%
54,417
+4,297
58
$2.75M 0.41%
27,144
+735
59
$2.72M 0.41%
18,178
+288
60
$2.66M 0.4%
14,704
-26
61
$2.59M 0.39%
43,308
-2,310
62
$2.57M 0.39%
69,120
+24,498
63
$2.44M 0.37%
+78,092
64
$2.38M 0.36%
23,857
-158
65
$2.37M 0.36%
16,410
+3,424
66
$2.37M 0.35%
80,184
-3,678
67
$2.27M 0.34%
16,560
+419
68
$2.24M 0.34%
20,429
+13,546
69
$2.24M 0.34%
6,316
-11
70
$2.21M 0.33%
15,484
+379
71
$2.17M 0.33%
+29,721
72
$2.16M 0.32%
45,004
+22,084
73
$2.11M 0.32%
56,169
-14,751
74
$2.08M 0.31%
37,580
+16,245
75
$2.04M 0.31%
22,268
+13,693
1 2
3
4 5