BRWM
B. Riley Wealth Management Portfolio holdings
AUM
$85.5M
1-Year Est. Return
3.47%
1 Year Est. Return
+3.47%
AUM
$85.5M
AUM Growth
-$1.21B
(-93%)
Holding
827
Top Buys
| 1 | +$16.1M | |
| 2 | +$13.9M | |
| 3 | +$10M | |
| 4 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$9.06M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$6.51M |
Top Sells
| 1 | +$3.79M | |
| 2 | +$3.2M | |
| 3 | +$2.85M | |
| 4 |
QQQH
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
|
+$1.14M |
| 5 |
PMO
Putnam Municipal Opportunities Trust
PMO
|
+$1.08M |
Sector Composition
| 1 | Technology | 3.92% |
| 2 | Healthcare | 2.47% |
| 3 | Communication Services | 2.42% |
| 4 | Financials | 2.03% |
| 5 | Consumer Discretionary | 1.98% |
