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
1126
– –
-2,000
1127
$0 ﹤0.01%
19
1128
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-100
1129
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42
1130
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1131
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-1,000
1132
$0 ﹤0.01%
9
1133
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-66
1134
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1135
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1136
$0 ﹤0.01%
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1137
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1138
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1139
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1140
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1141
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1142
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1143
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1144
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1145
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-600
1146
$0 ﹤0.01%
9
1147
– –
-9,222
1148
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-16,700
1149
– –
-52
1150
– –
-700
44 45
46
47 48