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
$573M
AUM Growth
+$573M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.85M
3
+$1.73M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.49M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$1.38M

Top Sells

1
+$4.55M
2
+$2.71M
3
+$2.18M
4
AAPL icon
Apple
AAPL
+$1.15M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.15M

Sector Composition

1 Technology 8.57%
2 Consumer Discretionary 4.74%
3 Financials 3.92%
4 Energy 3.74%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.82M 0.32%
91,184
+36
77
$1.78M 0.31%
43,429
-24,192
78
$1.76M 0.31%
19,661
-3,626
79
$1.69M 0.3%
12,986
+3,218
80
$1.67M 0.29%
47,807
+20,250
81
$1.66M 0.29%
13,306
-2,930
82
$1.65M 0.29%
25,394
+11,571
83
$1.63M 0.29%
7,854
-363
84
$1.6M 0.28%
31,317
+1,535
85
$1.54M 0.27%
55,770
+2,750
86
$1.52M 0.27%
44,622
-1,287
87
$1.51M 0.26%
3,871
+150
88
$1.5M 0.26%
27,202
-343
89
$1.5M 0.26%
112,010
-351
90
$1.5M 0.26%
13,619
+5,973
91
$1.49M 0.26%
+12,505
92
$1.43M 0.25%
45,708
-829
93
$1.42M 0.25%
28,866
+2,677
94
$1.41M 0.25%
9,505
-862
95
$1.37M 0.24%
14,463
96
$1.37M 0.24%
16,106
-13,514
97
$1.36M 0.24%
23,536
-1,844
98
$1.35M 0.24%
15,139
+434
99
$1.34M 0.23%
9,659
+272
100
$1.33M 0.23%
14,300
-3,912
2 3
4
5 6