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
826
$6K ﹤0.01%
664
-2,654
827
$6K ﹤0.01%
+800
828
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92
+1
829
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200
830
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527
831
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130
832
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100
-200
833
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215
-282
834
$6K ﹤0.01%
5,500
835
$6K ﹤0.01%
96
836
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+133
837
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31
-5
838
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839
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7
840
$6K ﹤0.01%
300
841
$6K ﹤0.01%
+200
842
$6K ﹤0.01%
3,000
843
$6K ﹤0.01%
432
844
$6K ﹤0.01%
+312
845
$5K ﹤0.01%
160
-450
846
$5K ﹤0.01%
150
847
$5K ﹤0.01%
100
848
$5K ﹤0.01%
400
849
$5K ﹤0.01%
100
850
$5K ﹤0.01%
100
32 33
34
35 36