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
$651K
AUM Growth
-$576M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$3.51K
2
+$2.93K
3
+$2.32K
4
VUG icon
Vanguard Growth ETF
VUG
+$2.05K
5
ALTG icon
Alta Equipment Group
ALTG
+$1.97K

Top Sells

1
+$3.42M
2
+$1.45M
3
+$1.37M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$1.31M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.2M

Sector Composition

1 Technology 8.01%
2 Consumer Discretionary 4.49%
3 Financials 3.81%
4 Energy 3.49%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.74K 0.27%
72,512
-60
77
$1.7K 0.26%
6,321
-123
78
$1.68K 0.26%
66,526
-7,462
79
$1.63K 0.25%
9,598
+280
80
$1.6K 0.25%
19,960
-1,080
81
$1.57K 0.24%
10,367
+6,750
82
$1.55K 0.24%
42,180
-14,230
83
$1.53K 0.23%
53,020
-9,540
84
$1.52K 0.23%
29,782
-1,676
85
$1.49K 0.23%
145,000
-1,500
86
$1.45K 0.22%
46,537
-97
87
$1.45K 0.22%
60,770
+2,607
88
$1.45K 0.22%
26,513
-5,447
89
$1.44K 0.22%
27,545
-322
90
$1.4K 0.21%
25,380
+10,108
91
$1.39K 0.21%
23,368
+6,335
92
$1.39K 0.21%
84,397
-30,500
93
$1.36K 0.21%
9,768
+167
94
$1.36K 0.21%
14,836
-5,785
95
$1.35K 0.21%
3,721
+120
96
$1.33K 0.2%
14,463
-696
97
$1.32K 0.2%
73,333
98
$1.28K 0.2%
26,189
-685
99
$1.28K 0.2%
14,705
-1,425
100
$1.28K 0.2%
26,027
+9,765
2 3
4
5 6