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
$133M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$993K
3
+$834K
4
BURL icon
Burlington
BURL
+$831K
5
AMGN icon
Amgen
AMGN
+$783K

Top Sells

1
+$1.21M
2
+$1.16M
3
+$969K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$868K
5
NKE icon
Nike
NKE
+$849K

Sector Composition

1 Healthcare 8.21%
2 Energy 8.15%
3 Industrials 7.56%
4 Consumer Discretionary 7.53%
5 Technology 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$12K 0.01%
100
-113
727
$12K 0.01%
200
728
$12K 0.01%
499
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729
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+1,000
730
$11K 0.01%
422
+118
731
$11K 0.01%
394
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732
$11K 0.01%
195
733
$11K 0.01%
200
-1,500
734
$11K 0.01%
1,000
735
$11K 0.01%
328
736
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450
-50
737
$11K 0.01%
601
738
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739
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200
740
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952
741
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500
742
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1,012
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743
$10K 0.01%
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744
$10K 0.01%
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745
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746
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747
$10K 0.01%
108
748
$10K 0.01%
200
749
$10K 0.01%
113
+1
750
$10K 0.01%
500
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