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
926
$3K ﹤0.01%
42
927
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43
928
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137
929
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41
-100
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931
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932
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933
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934
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+25
935
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-1,350
936
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938
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939
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69
-47
940
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500
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941
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942
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25
943
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625
944
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945
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946
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947
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948
$3K ﹤0.01%
+508
949
$3K ﹤0.01%
200
950
$3K ﹤0.01%
175
-20,900
36 37
38
39 40