BRWM
B. Riley Wealth Management Portfolio holdings
AUM
$85.5M
1-Year Return
3.47%
This Quarter Return
-0.36%
1 Year Return
+3.47%
3 Year Return
+49.6%
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
-$7.22M
(-5.4%)
Cap. Flow
-$4.8M
Cap. Flow
% of AUM
-3.82%
Top 10 Holdings %
Top 10 Hldgs %
15.46%
Holding
1,158
New
96
Increased
254
Reduced
263
Closed
103
Top Buys
| 1 |
ProShares Short S&P500
SH
|
+$2.28M |
| 2 |
Skyworks Solutions
SWKS
|
+$807K |
| 3 |
Meta Platforms (Facebook)
META
|
+$754K |
| 4 |
First Trust Financials AlphaDEX Fund
FXO
|
+$668K |
| 5 |
Gentherm
THRM
|
+$578K |
Top Sells
| 1 |
Burlington
BURL
|
+$831K |
| 2 |
iShares Select Dividend ETF
DVY
|
+$813K |
| 3 |
Bristol-Myers Squibb
BMY
|
+$812K |
| 4 |
Amazon
AMZN
|
+$792K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$773K |
Sector Composition
| 1 | Technology | 8.54% |
| 2 | Energy | 8.21% |
| 3 | Healthcare | 7.97% |
| 4 | Industrials | 7.85% |
| 5 | Financials | 6.33% |
