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
$1.3B
AUM Growth
+$398M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$35.2M
3
+$18.7M
4
HD icon
Home Depot
HD
+$10M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$9.97M

Top Sells

1
+$2.17M
2
+$1.08M
3
+$955K
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$928K
5
BABA icon
Alibaba
BABA
+$783K

Sector Composition

1 Technology 11.46%
2 Consumer Discretionary 8.27%
3 Healthcare 7.98%
4 Communication Services 5.62%
5 Industrials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.59M 0.51%
112,102
-1,848
52
$6.24M 0.48%
41,453
+16,321
53
$6.16M 0.47%
+15,618
54
$6.11M 0.47%
74,139
-1,472
55
$6.07M 0.47%
+77,538
56
$5.96M 0.46%
+76,413
57
$5.62M 0.43%
33,217
+23,974
58
$5.56M 0.43%
65,572
+12,307
59
$5.26M 0.4%
115,513
+916
60
$5.19M 0.4%
107,688
+22,077
61
$5.16M 0.4%
253,032
-24,232
62
$5.11M 0.39%
34,107
-14,490
63
$5.11M 0.39%
+50,175
64
$4.98M 0.38%
208,235
+5,431
65
$4.88M 0.37%
44,248
+35,103
66
$4.88M 0.37%
34,900
+13,939
67
$4.84M 0.37%
21,150
-158
68
$4.8M 0.37%
17,597
+970
69
$4.77M 0.37%
+21,813
70
$4.54M 0.35%
273,835
+9,945
71
$4.53M 0.35%
13,386
-2,002
72
$4.51M 0.35%
30,191
+342
73
$4.4M 0.34%
162,406
+9,051
74
$4.3M 0.33%
42,346
+29,298
75
$4.23M 0.33%
7,353
+1,078
1 2
3
4 5