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
$1.44B
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$4.36M
3
+$3.65M
4
GS icon
Goldman Sachs
GS
+$2.9M
5
BAC icon
Bank of America
BAC
+$2.71M

Top Sells

1
+$3.53M
2
+$2.47M
3
+$2.25M
4
VZ icon
Verizon
VZ
+$2.07M
5
MRK icon
Merck
MRK
+$2.01M

Sector Composition

1 Technology 12.14%
2 Consumer Discretionary 8.43%
3 Healthcare 8%
4 Communication Services 5.28%
5 Industrials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.86M 0.47%
847,116
+638,881
52
$6.71M 0.46%
65,065
-507
53
$6.61M 0.46%
79,662
+2,124
54
$6.32M 0.44%
105,678
-41,355
55
$6.23M 0.43%
79,237
+2,824
56
$6.17M 0.43%
37,709
+2,809
57
$5.99M 0.41%
51,605
+1,430
58
$5.92M 0.41%
69,073
-5,066
59
$5.59M 0.39%
22,204
+1,043
60
$5.43M 0.38%
108,549
-70,585
61
$5.41M 0.37%
23,954
+2,141
62
$5.39M 0.37%
116,051
+538
63
$5.38M 0.37%
18,005
+408
64
$5.37M 0.37%
45,721
+3,375
65
$5.3M 0.37%
141,001
+3,866
66
$5.3M 0.37%
31,763
+1,572
67
$5.2M 0.36%
22,453
+1,303
68
$5.17M 0.36%
27,406
-149
69
$4.92M 0.34%
31,741
-1,476
70
$4.92M 0.34%
42,028
-2,220
71
$4.86M 0.34%
73,020
+7,820
72
$4.84M 0.34%
101,255
-6,433
73
$4.75M 0.33%
91,684
+11,603
74
$4.69M 0.33%
18,421
+3,486
75
$4.68M 0.32%
13,284
-372
1 2
3
4 5